BTC CAPITAL MANAGEMENT, INC.
Legal name: BTC CAPITAL MANAGEMENT
CRD #127158 SEC #801-62140 DES MOINES, IA 515-245-5638
SEC Registered
Total AUM
$4.2B
Discretionary
$3B
Employees
18
Clients
--
Accounts
2,262
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.2B | $3B | $1.2B | 18 | 0 |
| Mar 2024 | $3.8B | $2.7B | $1.2B | 18 | 0 |
| Nov 2023 | $3.6B | $2.5B | $1.1B | 19 | 0 |
| Mar 2023 | $3.6B | $2.5B | $1.1B | 19 | 0 |
| Mar 2022 | $4.3B | $2.9B | $1.3B | 18 | 0 |
| Mar 2021 | $3.9B | $2.9B | $1B | 17 | 0 |
| Dec 2020 | $3.3B | $2.5B | $708M | 17 | 0 |
| Aug 2020 | $3.3B | $2.5B | $708M | 17 | 0 |
| Mar 2020 | $3.3B | $2.5B | $708M | 17 | 0 |
| Apr 2019 | $3.2B | $2.6B | $646.8M | 17 | 0 |
| Mar 2019 | $3.4B | $3.4B | $0 | 17 | 0 |
| Mar 2018 | $3.5B | $3.5B | $0 | 16 | 0 |
| Dec 2017 | $3.3B | $3.3B | $0 | 16 | 0 |
| Jun 2017 | $3.3B | $3.3B | $0 | 16 | 26 |
| Jun 2017 | $3.3B | $3.3B | $0 | 16 | 26 |
| Apr 2017 | $3.3B | $3.3B | $0 | 16 | 26 |
| Mar 2017 | $3.3B | $3.3B | $0 | 16 | 26 |
| Jan 2017 | $3.1B | $3.1B | $0 | 15 | 26 |
| Dec 2016 | $3.1B | $3.1B | $0 | 15 | 26 |
| Oct 2016 | $3.1B | $3.1B | $0 | 15 | 26 |
| Apr 2016 | $3.1B | $3.1B | $0 | 15 | 26 |
| Mar 2016 | $3.1B | $3.1B | $0 | 15 | 26 |
| Oct 2015 | $3B | $2.6B | $467.2M | 12 | 26 |
| Jul 2015 | $3B | $2.6B | $467.2M | 12 | 26 |
| Jul 2015 | $3B | $2.6B | $467.2M | 12 | 26 |
| Jul 2015 | $3B | $2.6B | $467.2M | 12 | 26 |
| Mar 2015 | $3B | $2.6B | $467.2M | 12 | 26 |
| Mar 2015 | $3B | $2.6B | $467.2M | 12 | 26 |
| Jul 2014 | $2.7B | $2.3B | $478.2M | 12 | 500 |
| Mar 2014 | $2.7B | $2.3B | $478.2M | 12 | 500 |
| Oct 2013 | $2.2B | $2.2B | $0 | 12 | 500 |
| Aug 2013 | $2.2B | $2.2B | $0 | 12 | 500 |
| Mar 2013 | $2.2B | $2.2B | $0 | 12 | 500 |
| Apr 2012 | $2.1B | $2.1B | $0 | 11 | 600 |
| Mar 2012 | $2.1B | $2.1B | $0 | 11 | 600 |
| Mar 2011 | $564.6M | $506.7M | $57.9M | -- | -- |
| Nov 2010 | $529.4M | $470.1M | $59.3M | -- | -- |
| Mar 2007 | $315.3M | $278.3M | $36.9M | -- | -- |
| Jan 2007 | $273.4M | $236.8M | $36.5M | -- | -- |
| Feb 2006 | $273.4M | $236.8M | $36.5M | -- | -- |
| Oct 2003 | $56.7M | $0 | $56.7M | -- | -- |
DateMar 2025
Total AUM$4.2B
Discretionary$3B
Non-Disc.$1.2B
Employees18
Clients0
DateMar 2024
Total AUM$3.8B
Discretionary$2.7B
Non-Disc.$1.2B
Employees18
Clients0
DateNov 2023
Total AUM$3.6B
Discretionary$2.5B
Non-Disc.$1.1B
Employees19
Clients0
DateMar 2023
Total AUM$3.6B
Discretionary$2.5B
Non-Disc.$1.1B
Employees19
Clients0
DateMar 2022
Total AUM$4.3B
Discretionary$2.9B
Non-Disc.$1.3B
Employees18
Clients0
DateMar 2021
Total AUM$3.9B
Discretionary$2.9B
Non-Disc.$1B
Employees17
Clients0
DateDec 2020
Total AUM$3.3B
Discretionary$2.5B
Non-Disc.$708M
Employees17
Clients0
DateAug 2020
Total AUM$3.3B
Discretionary$2.5B
Non-Disc.$708M
Employees17
Clients0
DateMar 2020
Total AUM$3.3B
Discretionary$2.5B
Non-Disc.$708M
Employees17
Clients0
DateApr 2019
Total AUM$3.2B
Discretionary$2.6B
Non-Disc.$646.8M
Employees17
Clients0
DateMar 2019
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees17
Clients0
DateMar 2018
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees16
Clients0
DateDec 2017
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees16
Clients0
DateJun 2017
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees16
Clients26
DateJun 2017
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees16
Clients26
DateApr 2017
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees16
Clients26
DateMar 2017
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees16
Clients26
DateJan 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees15
Clients26
DateDec 2016
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees15
Clients26
DateOct 2016
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees15
Clients26
DateApr 2016
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees15
Clients26
DateMar 2016
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees15
Clients26
DateOct 2015
Total AUM$3B
Discretionary$2.6B
Non-Disc.$467.2M
Employees12
Clients26
DateJul 2015
Total AUM$3B
Discretionary$2.6B
Non-Disc.$467.2M
Employees12
Clients26
DateJul 2015
Total AUM$3B
Discretionary$2.6B
Non-Disc.$467.2M
Employees12
Clients26
DateJul 2015
Total AUM$3B
Discretionary$2.6B
Non-Disc.$467.2M
Employees12
Clients26
DateMar 2015
Total AUM$3B
Discretionary$2.6B
Non-Disc.$467.2M
Employees12
Clients26
DateMar 2015
Total AUM$3B
Discretionary$2.6B
Non-Disc.$467.2M
Employees12
Clients26
DateJul 2014
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$478.2M
Employees12
Clients500
DateMar 2014
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$478.2M
Employees12
Clients500
DateOct 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees12
Clients500
DateAug 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees12
Clients500
DateMar 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees12
Clients500
DateApr 2012
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees11
Clients600
DateMar 2012
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees11
Clients600
DateMar 2011
Total AUM$564.6M
Discretionary$506.7M
Non-Disc.$57.9M
Employees--
Clients--
DateNov 2010
Total AUM$529.4M
Discretionary$470.1M
Non-Disc.$59.3M
Employees--
Clients--
DateMar 2007
Total AUM$315.3M
Discretionary$278.3M
Non-Disc.$36.9M
Employees--
Clients--
DateJan 2007
Total AUM$273.4M
Discretionary$236.8M
Non-Disc.$36.5M
Employees--
Clients--
DateFeb 2006
Total AUM$273.4M
Discretionary$236.8M
Non-Disc.$36.5M
Employees--
Clients--
DateOct 2003
Total AUM$56.7M
Discretionary$0
Non-Disc.$56.7M
Employees--
Clients--