BTG Capital LLC

BTG Capital LLC is a fee-only, registered investment adviser that serves individuals (including high-net-worth clients), employer retirement plans, charitable organizations, and business entities. The firm provides ongoing wealth management that combines discretionary investment management with comprehensive financial planning, as well as project-based planning engagements and retirement-plan consulting/management.

The firm constructs portfolios using a mix of passive and active strategies and applies multiple methods of analysis—fundamental, technical, cyclical, and charting—to select stocks, bonds, mutual funds, and ETFs, and it may recommend alternative investments, including private funds and digital assets, when suitable. BTG Capital generally manages accounts on a discretionary basis, tailors asset allocation to client goals and risk tolerance, and requires clients to custody assets at Charles Schwab to access Schwab’s institutional platform and services.

Distinctive features include the firm’s recent formation and small scale—established and registered in 2025, two advisors, roughly $2.4 million in assets under management and a low-teens client roster—which contrasts with many peers in the supported category. The principals bring recent industry experience at large financial firms and the brochure discloses that the firm offers ERISA plan investment-manager services and explicit guidance on risks of alternatives and digital assets, items that are less common for firms of this size.