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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 208 clients, or 34.7 clients per representative. That equates to $190.6K in reported AUM per client.
The profile lists 3 reported office locations and 12 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full BTC Financial Management Co. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
BTC Financial Management Co. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.