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BTC CAPITAL MANAGEMENT

DES MOINES, IA · CRD 127158 · IAPD ↗ · 515-245-5638

$4.60BRegulatory AUM
9Advisory reps
17Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2024 — BTC CAPITAL MANAGEMENT shrank from 14 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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