B
CRD: 170290
BTV Capital LLC
East Burke, VT
8027440101
$14.1M Total AUM
$14.1M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-11-2016
- Office Locations
- 1
Office Locations
-- East Burke VT
About BTV Capital LLC
BTV Capital LLC is a East Burke-based RIA. The firm has been operating for 9 years. Managing $14.1M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$14.1M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Harbor capital Catalyst
Client Personas
Ridge zenith
Investment Vehicles
Signal
Services
Timber Unison
Owner & Executives
H
HARPER WILLIAM STEWARD PHILLIPS
Chief Compliance Officer, Manager
- CRD
- #5694300
- Ownership
- 75% or more
(665) 509-7859
beacon.value@harborcapital.com
in linkedin.com/in/legacy-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,082,966 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,082,966 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,082,966
Cash:
48.3% Derivatives:
51.7% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $790,485,419 | 48.3% |
| Derivatives | $846,130,355 | 51.7% |
| Total | $1,636,615,774 | 100.0% |