BTS ASSET MANAGEMENT INC
Legal name: BTS ASSET MANAGEMENT, INC.
CRD #105215 SEC #801-14895 LINCOLN, MA 781-863-2545
SEC Registered Disclosures
Total AUM
$188.8M
Discretionary
$188.8M
Employees
17
Clients
0
Accounts
590
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $188.8M | $188.8M | $0 | 17 | 0 |
| Jun 2025 | $188.8M | $188.8M | $0 | 17 | 0 |
| Mar 2025 | $188.8M | $188.8M | $0 | 17 | 0 |
| Aug 2024 | $208.5M | $208.5M | $0 | 19 | 0 |
| Mar 2024 | $208.5M | $208.5M | $0 | 19 | 0 |
| Sep 2023 | $377.4M | $377.4M | $0 | 21 | 0 |
| Mar 2023 | $377.4M | $377.4M | $0 | 21 | 0 |
| Nov 2022 | $613.3M | $613.3M | $0 | 29 | 0 |
| Mar 2022 | $613.3M | $613.3M | $0 | 29 | 0 |
| Apr 2021 | $805.4M | $805.4M | $0 | 31 | 0 |
| Jun 2020 | $985.5M | $985.5M | $0 | 33 | 0 |
| Jun 2020 | $985.5M | $985.5M | $0 | 33 | 0 |
| Mar 2020 | $985.5M | $985.5M | $0 | 33 | 0 |
| Mar 2019 | $1.3B | $1.3B | $0 | 43 | 0 |
| Aug 2018 | $1.8B | $1.8B | $0 | 43 | 0 |
| Jul 2018 | $1.8B | $1.8B | $0 | 43 | 0 |
| May 2018 | $1.8B | $1.8B | $0 | 43 | 0 |
| Mar 2018 | $1.8B | $1.8B | $0 | 41 | 0 |
| Mar 2017 | $1.5B | $1.5B | $0 | 44 | 7,600 |
| Mar 2016 | $1.4B | $1.4B | $0 | 42 | 9,700 |
| Oct 2015 | $1.3B | $1.3B | $0 | 47 | 10,821 |
| Apr 2015 | $1.4B | $1.4B | $0 | 47 | 10,821 |
| Mar 2014 | $1.6B | $1.6B | $0 | 44 | 13,000 |
| Dec 2013 | $1.5B | $1.5B | $0 | 44 | 12,900 |
| Dec 2013 | $1.5B | $1.5B | $0 | 44 | 12,900 |
| Mar 2013 | $1.5B | $1.5B | $0 | 44 | 12,900 |
| Nov 2012 | $1.5B | $1.5B | $0 | 43 | 14,400 |
| May 2012 | $1.5B | $1.5B | $0 | 11 | 14,400 |
| Mar 2012 | $1.5B | $1.5B | $0 | 11 | 14,400 |
| Mar 2011 | $1.9B | $1.9B | $0 | -- | -- |
| Jan 2008 | $594.9M | $594.9M | $0 | -- | -- |
| Mar 2007 | $549.5M | $549.5M | $0 | -- | -- |
| Mar 2006 | $676M | $676M | $0 | -- | -- |
| Oct 2005 | $887.8M | $887.8M | $0 | -- | -- |
| Mar 2004 | $995.9M | $995.9M | $0 | -- | -- |
| Mar 2002 | $542.4M | $542.4M | $0 | -- | -- |
DateNov 2025
Total AUM$188.8M
Discretionary$188.8M
Non-Disc.$0
Employees17
Clients0
DateJun 2025
Total AUM$188.8M
Discretionary$188.8M
Non-Disc.$0
Employees17
Clients0
DateMar 2025
Total AUM$188.8M
Discretionary$188.8M
Non-Disc.$0
Employees17
Clients0
DateAug 2024
Total AUM$208.5M
Discretionary$208.5M
Non-Disc.$0
Employees19
Clients0
DateMar 2024
Total AUM$208.5M
Discretionary$208.5M
Non-Disc.$0
Employees19
Clients0
DateSep 2023
Total AUM$377.4M
Discretionary$377.4M
Non-Disc.$0
Employees21
Clients0
DateMar 2023
Total AUM$377.4M
Discretionary$377.4M
Non-Disc.$0
Employees21
Clients0
DateNov 2022
Total AUM$613.3M
Discretionary$613.3M
Non-Disc.$0
Employees29
Clients0
DateMar 2022
Total AUM$613.3M
Discretionary$613.3M
Non-Disc.$0
Employees29
Clients0
DateApr 2021
Total AUM$805.4M
Discretionary$805.4M
Non-Disc.$0
Employees31
Clients0
DateJun 2020
Total AUM$985.5M
Discretionary$985.5M
Non-Disc.$0
Employees33
Clients0
DateJun 2020
Total AUM$985.5M
Discretionary$985.5M
Non-Disc.$0
Employees33
Clients0
DateMar 2020
Total AUM$985.5M
Discretionary$985.5M
Non-Disc.$0
Employees33
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees43
Clients0
DateAug 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees43
Clients0
DateJul 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees43
Clients0
DateMay 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees43
Clients0
DateMar 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees41
Clients0
DateMar 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees44
Clients7,600
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees42
Clients9,700
DateOct 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees47
Clients10,821
DateApr 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees47
Clients10,821
DateMar 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees44
Clients13,000
DateDec 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees44
Clients12,900
DateDec 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees44
Clients12,900
DateMar 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees44
Clients12,900
DateNov 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees43
Clients14,400
DateMay 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients14,400
DateMar 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients14,400
DateMar 2011
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$549.5M
Discretionary$549.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$676M
Discretionary$676M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$887.8M
Discretionary$887.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$995.9M
Discretionary$995.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$542.4M
Discretionary$542.4M
Non-Disc.$0
Employees--
Clients--