A complete list of active advisors currently associated with BTG Capital LLC

Warmer can help you find a great advisor at BTG Capital LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at BTG Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.