BTC FINANCIAL MANAGEMENT CO.

BTC FINANCIAL MANAGEMENT CO. of BETHANY, MO is an SEC-registered investment adviser (CRD 170305). Regulatory assets under management: $39.6M.

Registration

• CRD: 170305
• Type: Registered investment adviser
• Location: 3606 MILLER STREET, BETHANY, MO, 64424
• Phone: 660-425-7285
• Latest filing: 2026-03-04
• Regulatory AUM: $39.6M
• Discretionary AUM: $39.6M
• Clients: 6
• Accounts: 291

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170305 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search