Investment adviser · CRD 127158
BTC CAPITAL MANAGEMENT
Investment adviser filing (IA)
BTC CAPITAL MANAGEMENT, INC.
DES MOINES, IA, United States · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $4.6B Form ADV · Item 5.F
- Client accounts
- 2,199 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Banks & thrifts | 18 | $3,671,682,435 | 79.8% |
| Charities | 34 | $292,859,613 | 6.4% |
| Corporations & businesses | 21 | $222,385,171 | 4.8% |
| Retirement plans | Fewer than 5 | $175,492,605 | 3.8% |
| Government entities | Fewer than 5 | $94,583,574 | 2.1% |
| Insurance companies | 4 | $78,577,347 | 1.7% |
| Pooled investment vehicles | 3 | $63,134,564 | 1.4% |
Filing source
Form ADV 2039611 · Mar 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Fixed
Principal office
453 7TH STREETDES MOINES, IA, 50309-3702, United States
CRD 127158
Filing source
Form ADV 2039611 · Mar 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.