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BTS ASSET MANAGEMENT, INC.

LINCOLN, MA · CRD 105215 · IAPD ↗ · btsfunds.com · 781-863-2545

$144.8MRegulatory AUM
4Advisory reps
13Employees
0Clients
0Planning clients
0Private funds
50States
8Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2026 — BTS ASSET MANAGEMENT, INC. changed its website from btsmanagement.com to btsfunds.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
September 2024 — BTS ASSET MANAGEMENT, INC.'s Item 11 disclosure-reporting entries rose by 4 (4 -> 8).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
45
April 2024 — BTS ASSET MANAGEMENT, INC. reported RAUM down 45% ($377.4M -> $208.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.