Btr Capital Management Inc.

Btr Capital Management Inc. (CRD# 105195) is a financial advisory firm headquartered in Oakland, CA. They manage $1,151,563,930 in 736 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,152
    MILLION
  • Total Number of Accounts
    736
    ACCOUNTS
  • Average Account Value
    $1,564,625
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, LA, NV, OR, TX, WA

Financial Advisors at Btr Capital Management Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Jonathan W. Butler
CRD#: 3276632
1999 Harrison Street, Suite 1530, Oakland, CA 94612

Jonathan Butler (CRD# 3276632) is an Investment Advisor Representative working at Btr Capital Management Inc. in Oakland, CA and has over 22 years of experience in the finance industry.

2
Lewis H. Katcher
CRD#: 874007
550 Kearny St., Ste. 510, San Francisco, CA 94108

Lewis Katcher (CRD# 874007) is an Investment Advisor Representative working at Btr Capital Management Inc. in San Francisco, CA and has 1 year of experience in the finance industry.

3
Mark A. Keeling
CRD#: 2793706
1999 Harrison Street, Suite 1530, Oakland, CA 94612

Mark Keeling (CRD# 2793706) is an Investment Advisor Representative working at Btr Capital Management Inc. in Oakland, CA and has over 25 years of experience in the finance industry.

4
Ward P. Lindenmayer
CRD#: 1099969
1999 Harrison Street, Suite 1530, Oakland, CA 94612

Ward Lindenmayer (CRD# 1099969) is an Investment Advisor Representative working at Btr Capital Management Inc. in Oakland, CA and has 1 year of experience in the finance industry.

5
John A. Stratton
CRD#: 2761672
1999 Harrison Street, Suite 1530, Oakland, CA 94612

John Stratton (CRD# 2761672) is an Investment Advisor Representative working at Btr Capital Management Inc. in Oakland, CA and has over 26 years of experience in the finance industry.

6
Stephen P. Yeatman
CRD#: 1276603
550 Kearny Street, Suite 510, San Francisco, CA 94108

Stephen Yeatman (CRD# 1276603) is an Investment Advisor Representative working at Btr Capital Management Inc. in San Francisco, CA and has over 29 years of experience in the finance industry.

7
Mark P. Fredenburg
CRD#: 7101192
1999 Harrison Street, Suite 1530, Oakland, CA 94612

Mark Fredenburg (CRD# 7101192) is an Investment Advisor Representative working at Btr Capital Management Inc. in Oakland, CA and has 1 year of experience in the finance industry.

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