B
CRD: 337715
BTG Capital LLC
Conshohocken, PA
2672948888
$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
2 Employees
13 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-03-2025
- Office Locations
- 1
Office Locations
-- Conshohocken PA
About BTG Capital LLC
BTG Capital LLC is a Conshohocken-based RIA. The firm has been operating for 0 years. Managing $2.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$185.7K AVG AUM / CLIENT
0.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Beacon Insight ridge Insight catalyst Pathway vertex Pioneer North Crest north
Investment Themes
Optima Optima
Investment Vehicles
Ridge Ember
Services
Unison Frontier Bridge North Pioneer
Owner & Executives
Brent Justin Gomer
Chief Compliance Officer, Co-Owner
- CRD
- #6963022
- Ownership
- 50% but less than 75%
(743) 297-9707
foundation.foundation@vitalcapital.com
in linkedin.com/in/ridge-prime
T
TROY Harrison GOMER
Co-Owner
- CRD
- #7737219
- Ownership
- 50% but less than 75%
(963) 503-7458
wave.value@elementcapital.com
in linkedin.com/in/atlas-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,414,269 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,414,269 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,414,269
Cash:
32.1% Public Funds:
25.1% Equity - Exchange:
42.8% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,844,288,004 | 32.1% |
| Public Funds | $1,442,106,819 | 25.1% |
| Equity - Exchange | $2,459,050,673 | 42.8% |
| Total | $5,745,445,496 | 100.0% |