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BTC CAPITAL MANAGEMENT
Legal name: BTC CAPITAL MANAGEMENT, INC.
CRD 127158File 801-62140
APPROVED
Custody
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.60B
Top 25% of cohort (national)
Discretionary AUM
$3.21B
Non-discretionary $1.39B
Clients
80
2,199 accounts
Employees
17
Top 25% of cohort in IA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 1, 2003
- Principal office
- 453 7TH STREET, DES MOINES, IA, 50309-3702
- Phone
- 515-245-5638
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.60B
- Discretionary AUM
- $3.21B
- Non-discretionary AUM
- $1.39B
- Discretionary accounts
- 2,192
- Non-discretionary accounts
- 7
- Total accounts
- 2,199
- AUM per client
- $57.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $222.4M |
| Insurance companies | 4 | $78.6M |
| Charitable organizations | 34 | $292.9M |
| Pooled investment vehicles | 3 | $63.1M |
| Banking or thrift institutions | 18 | $3.67B |
| Pension and profit sharing plans | Fewer than 5 | $175.5M |
| State or municipal government entities | Fewer than 5 | $94.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.