BTG Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BTG Capital LLC provides wealth management, financial planning (including project-based engagements), and retirement plan consulting to individuals—both non-high-net-worth and high-net-worth clients—as well as employer-sponsored plans and other organizations. The firm operates on a fee-only basis and delivers ongoing portfolio management alongside one-time planning projects.
The firm combines passive and active strategies and uses fundamental, technical, cyclical, and charting analysis to construct portfolios across stocks, bonds, mutual funds, ETFs, and cash equivalents; it also notes the potential use of alternative investments when suitable. Accounts are reviewed regularly (quarterly) and can be managed on a discretionary basis, with a general emphasis on longer-term holdings while permitting short-term trades where appropriate.
Distinctive features include the firm’s recent formation in 2025 and small scale—two principals overseeing a modest client base and about $3.41 million in AUM—which contrasts with larger supported peers; the firm requires clients to custody assets at a single recommended custodian (Charles Schwab) rather than permitting directed brokerage. The brochure also discloses willingness to recommend or include less-traditional assets (including digital assets and cryptocurrency exposure) and that one principal holds CFP® certification while another maintains a non-investment outside business activity.
Client services
Expertise
Fee options
Fixed fees for project-based financial planning range from $250 to $10,000.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Hourly rate for project-based financial planning is $500 per hour.
Minimum fee: Minimum household fee for Wealth Management services is $1,500 annually, which may be reduced or waived at the firm's discretion. Fee-only: Fee-only firm compensated solely by its clients for advisory services.
Main office
Conshohocken PA
Advisors at this office
2
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Brent G
Series 63, Series 65
Conshohocken, PA
BTG Capital LLC
Brent Gomer is a financial advisor at BTG Capital LLC with seven years of industry experience. Prior to joining BTG Capital in 2025, he worked at Morgan Stanley Distribution, Inc. for six years and Houlihan Lokey Capital, Inc. for two years. He holds Series 63 and Series 65 licenses. BTG Capital LLC provides wealth management, financial planning, and retirement plan consulting to individual and institutional clients. The firm combines passive and active investment strategies and employs fundamental, technical, cyclical, and charting analysis to manage portfolios, with an emphasis on longer-term holdings and the potential inclusion of alternative assets.
Troy G
CFP®, Series 63, Series 66
Conshohocken, PA
BTG Capital LLC
Troy Gomer is a CFP® professional at BTG Capital LLC with three years of industry experience. He previously worked at The Vanguard Group, Inc. for two years before joining BTG Capital in 2025. BTG Capital LLC provides wealth management, financial planning, and retirement plan consulting to individual and institutional clients. The firm combines passive and active strategies using various analytical approaches and offers both ongoing portfolio management and project-based planning engagements.
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