NBT CAPITAL MANAGEMENT, INC.
CRD #104932 SEC #801-30786 JOHNSON CITY, NY 607-584-4141
SEC Registered
Total AUM
$1.5B
Discretionary
$1.1B
Employees
15
Clients
251
Accounts
1,384
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.5B | $1.1B | $404.3M | 15 | 0 |
| Apr 2025 | $1.5B | $1.1B | $404.3M | 15 | 0 |
| Mar 2025 | $1.5B | $1.1B | $404.3M | 15 | 0 |
| Jun 2024 | $1.3B | $936.9M | $387.4M | 17 | 0 |
| Mar 2024 | $1.3B | $936.9M | $387.4M | 17 | 0 |
| Aug 2023 | $1.2B | $960.5M | $248.8M | 16 | 0 |
| Mar 2023 | $1.2B | $960.5M | $248.8M | 16 | 0 |
| Mar 2023 | $1.2B | $960.5M | $248.8M | 16 | 0 |
| Oct 2022 | $1.7B | $956.5M | $768.9M | 17 | 0 |
| Apr 2022 | $1.7B | $956.5M | $768.9M | 17 | 0 |
| Mar 2022 | $1.5B | $752.1M | $768.9M | 15 | 0 |
| Jun 2021 | $1.4B | $648.4M | $708.7M | 14 | 0 |
| May 2021 | $1.4B | $648.4M | $708.7M | 14 | 0 |
| Apr 2021 | $1.4B | $648.4M | $708.7M | 14 | 0 |
| Mar 2021 | $1.4B | $648.4M | $708.7M | 14 | 0 |
| Sep 2020 | $1.2B | $502.9M | $654.7M | 14 | 0 |
| May 2020 | $1.2B | $502.9M | $654.7M | 14 | 0 |
| Apr 2020 | $1.2B | $502.9M | $654.7M | 14 | 0 |
| Apr 2020 | $162.9M | $118.9M | $44M | 9 | 0 |
| Mar 2020 | $162.9M | $118.9M | $44M | 9 | 0 |
| Aug 2019 | $143.3M | $103.9M | $39.4M | 10 | 0 |
| May 2019 | $143.3M | $103.9M | $39.4M | 10 | 0 |
| Mar 2019 | $143.3M | $103.9M | $39.4M | 9 | 0 |
| Mar 2018 | $155.6M | $115.1M | $40.5M | 7 | 5 |
| Jan 2018 | $152.1M | $100.7M | $51.4M | 7 | 5 |
| Apr 2017 | $152.1M | $100.7M | $51.4M | 6 | 200 |
| Feb 2017 | $152.1M | $100.7M | $51.4M | 6 | 200 |
| Mar 2016 | $141.6M | $93.4M | $48.2M | 6 | 200 |
| Mar 2015 | $157.2M | $104.5M | $52.7M | 6 | 200 |
| Mar 2014 | $146.3M | $96.2M | $50.1M | 6 | 200 |
| Mar 2013 | $132.3M | $84.4M | $47.9M | 7 | 200 |
| Mar 2012 | $125.3M | $77.9M | $47.4M | 6 | 200 |
| Mar 2011 | $120.7M | $78.9M | $41.8M | 10 | -- |
| Mar 2010 | $79.2M | $61.1M | $18.1M | 10 | -- |
| Mar 2008 | $96.3M | $76.5M | $19.8M | 10 | -- |
| Apr 2007 | $96.7M | $78.4M | $18.3M | 10 | -- |
| Mar 2007 | $96.7M | $78.4M | $18.3M | 10 | -- |
| Nov 2006 | $64.2M | $64.2M | $0 | 10 | -- |
| Mar 2006 | $64.2M | $64.2M | $0 | 10 | -- |
| Jan 2006 | $50.6M | $50.6M | $0 | 10 | -- |
| Nov 2005 | $50.6M | $50.6M | $0 | 10 | -- |
| Sep 2005 | $50.6M | $50.6M | $0 | 10 | -- |
| Sep 2005 | $50.6M | $50.6M | $0 | 10 | -- |
| May 2005 | $50.6M | $50.6M | $0 | -- | -- |
| Feb 2005 | $52.1M | $52.1M | $0 | -- | -- |
| Feb 2005 | $52.1M | $52.1M | $0 | -- | -- |
| Jul 2004 | $52.1M | $52.1M | $0 | -- | -- |
| Mar 2004 | $52.1M | $52.1M | $0 | -- | -- |
| Mar 2002 | $54.6M | $54.6M | $0 | -- | -- |
DateJun 2025
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$404.3M
Employees15
Clients0
DateApr 2025
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$404.3M
Employees15
Clients0
DateMar 2025
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$404.3M
Employees15
Clients0
DateJun 2024
Total AUM$1.3B
Discretionary$936.9M
Non-Disc.$387.4M
Employees17
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$936.9M
Non-Disc.$387.4M
Employees17
Clients0
DateAug 2023
Total AUM$1.2B
Discretionary$960.5M
Non-Disc.$248.8M
Employees16
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$960.5M
Non-Disc.$248.8M
Employees16
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$960.5M
Non-Disc.$248.8M
Employees16
Clients0
DateOct 2022
Total AUM$1.7B
Discretionary$956.5M
Non-Disc.$768.9M
Employees17
Clients0
DateApr 2022
Total AUM$1.7B
Discretionary$956.5M
Non-Disc.$768.9M
Employees17
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$752.1M
Non-Disc.$768.9M
Employees15
Clients0
DateJun 2021
Total AUM$1.4B
Discretionary$648.4M
Non-Disc.$708.7M
Employees14
Clients0
DateMay 2021
Total AUM$1.4B
Discretionary$648.4M
Non-Disc.$708.7M
Employees14
Clients0
DateApr 2021
Total AUM$1.4B
Discretionary$648.4M
Non-Disc.$708.7M
Employees14
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$648.4M
Non-Disc.$708.7M
Employees14
Clients0
DateSep 2020
Total AUM$1.2B
Discretionary$502.9M
Non-Disc.$654.7M
Employees14
Clients0
DateMay 2020
Total AUM$1.2B
Discretionary$502.9M
Non-Disc.$654.7M
Employees14
Clients0
DateApr 2020
Total AUM$1.2B
Discretionary$502.9M
Non-Disc.$654.7M
Employees14
Clients0
DateApr 2020
Total AUM$162.9M
Discretionary$118.9M
Non-Disc.$44M
Employees9
Clients0
DateMar 2020
Total AUM$162.9M
Discretionary$118.9M
Non-Disc.$44M
Employees9
Clients0
DateAug 2019
Total AUM$143.3M
Discretionary$103.9M
Non-Disc.$39.4M
Employees10
Clients0
DateMay 2019
Total AUM$143.3M
Discretionary$103.9M
Non-Disc.$39.4M
Employees10
Clients0
DateMar 2019
Total AUM$143.3M
Discretionary$103.9M
Non-Disc.$39.4M
Employees9
Clients0
DateMar 2018
Total AUM$155.6M
Discretionary$115.1M
Non-Disc.$40.5M
Employees7
Clients5
DateJan 2018
Total AUM$152.1M
Discretionary$100.7M
Non-Disc.$51.4M
Employees7
Clients5
DateApr 2017
Total AUM$152.1M
Discretionary$100.7M
Non-Disc.$51.4M
Employees6
Clients200
DateFeb 2017
Total AUM$152.1M
Discretionary$100.7M
Non-Disc.$51.4M
Employees6
Clients200
DateMar 2016
Total AUM$141.6M
Discretionary$93.4M
Non-Disc.$48.2M
Employees6
Clients200
DateMar 2015
Total AUM$157.2M
Discretionary$104.5M
Non-Disc.$52.7M
Employees6
Clients200
DateMar 2014
Total AUM$146.3M
Discretionary$96.2M
Non-Disc.$50.1M
Employees6
Clients200
DateMar 2013
Total AUM$132.3M
Discretionary$84.4M
Non-Disc.$47.9M
Employees7
Clients200
DateMar 2012
Total AUM$125.3M
Discretionary$77.9M
Non-Disc.$47.4M
Employees6
Clients200
DateMar 2011
Total AUM$120.7M
Discretionary$78.9M
Non-Disc.$41.8M
Employees10
Clients--
DateMar 2010
Total AUM$79.2M
Discretionary$61.1M
Non-Disc.$18.1M
Employees10
Clients--
DateMar 2008
Total AUM$96.3M
Discretionary$76.5M
Non-Disc.$19.8M
Employees10
Clients--
DateApr 2007
Total AUM$96.7M
Discretionary$78.4M
Non-Disc.$18.3M
Employees10
Clients--
DateMar 2007
Total AUM$96.7M
Discretionary$78.4M
Non-Disc.$18.3M
Employees10
Clients--
DateNov 2006
Total AUM$64.2M
Discretionary$64.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$64.2M
Discretionary$64.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$50.6M
Discretionary$50.6M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$50.6M
Discretionary$50.6M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$50.6M
Discretionary$50.6M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$50.6M
Discretionary$50.6M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$50.6M
Discretionary$50.6M
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$0
Employees--
Clients--