Overview
Assets Under Management: $766 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 175
Average Client Assets: $4 million
Frequently Asked Questions
B&T CAPITAL MANAGEMENT, INCORPORATED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121703), B&T CAPITAL MANAGEMENT, INCORPORATED is subject to fiduciary duty under federal law.
B&T CAPITAL MANAGEMENT, INCORPORATED is headquartered in AUSTIN, TX.
B&T CAPITAL MANAGEMENT, INCORPORATED serves 175 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, B&T CAPITAL MANAGEMENT, INCORPORATED offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
B&T CAPITAL MANAGEMENT, INCORPORATED manages $766 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, B&T CAPITAL MANAGEMENT, INCORPORATED serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 175
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.27
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,234
Discretionary Accounts: 1,192
Non-Discretionary Accounts: 42
Regulatory Filings
CRD Number: 121703
Last Filing Date: 2025-02-25 00:00:00
Website: https://alphacapm.com