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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2014
- Office Locations
- 3
Office Locations
About BTC Financial Management Co.
BTC Financial Management Co. is a bank-affiliated RIA (subsidiary of BTC Bank) providing one-on-one wealth management and portfolio management. The team builds customized, research-based investment plans for individuals and families, including retirement rollovers, retirement and education planning, and business strategy support. Portfolios commonly use ETFs and mutual funds with a risk-management focus. Primary custodian: Charles Schwab.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JEFFREY SCOTT DONOVAN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #3149053
- Ownership
- Less than 5%
JERRY LEE FINDLEY
Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Jonathan Douglas Fish
President
- CRD
- #6864343
MICHAEL SCOTT HILL
--
- CRD
- #2340555
Showing 2 of 10 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,643,627 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,643,627 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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