# BTC Financial Management Co.

> BTC Financial Management Co. is a state-registered investment advisory firm in Bethany, MO, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 170305
- Filed as: BTC FINANCIAL MANAGEMENT CO.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bethany, MO
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170305
- AdvisorCensus page: https://advisorcensus.com/firm/btc-financial-management-co-bethany-mo-170305

## Quick answers

**How is BTC Financial Management Co. compensated?**
On its Form ADV (Item 5.E, October 2026), BTC Financial Management Co. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is BTC Financial Management Co. located?**
BTC Financial Management Co.'s principal office is in Bethany, MO, according to its Form ADV.

**Is BTC Financial Management Co. registered with the SEC or a state?**
BTC Financial Management Co. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170305.

**How much does BTC Financial Management Co. manage?**
BTC Financial Management Co. reports $39,643,627 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**What types of clients does BTC Financial Management Co. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (205); high net worth individuals (3).

**Does BTC Financial Management Co. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170305

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $39,643,627
- Discretionary: $39,643,627
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 205 | $24,426,554 |
| High net worth individuals | 3 | $15,217,073 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- btcfinancialmgmt.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BTC Financial Management Co. (CRD 170305): Form ADV filing data as of October 2026.