Btr Capital Management Inc.

Btr Capital Management Inc. (CRD# 105195) is a financial advisory firm headquartered in San Francisco, CA. They manage $706,928,956 in 712 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    707
    MILLION
  • Total Number of Accounts
    712
    ACCOUNTS
  • Average Account Value
    $992,878
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, DC, HI, LA, NV, OR, TX

Financial Advisors at Btr Capital Management Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Jonathan W. Butler
CRD#: 3276632
550 Kearny Street, Suite 510, San Francisco, CA 94108
96
Wealthminder
score

Jonathan Butler (CRD# 3276632) is an Investment Advisor Representative working at Btr Capital Management Inc. in San Francisco, CA and has over 17 years of experience in the finance industry.

2
Mark A. Keeling
CRD#: 2793706
550 Kearny Street, Suite 510, San Francisco, CA 94108
96
Wealthminder
score

Mark Keeling (CRD# 2793706) is an Investment Advisor Representative working at Btr Capital Management Inc. in San Francisco, CA and has over 21 years of experience in the finance industry.

3
John A. Stratton
CRD#: 2761672
550 Kearny Street, Suite 510, San Francisco, CA 94108
96
Wealthminder
score

John Stratton (CRD# 2761672) is an Investment Advisor Representative working at Btr Capital Management Inc. in San Francisco, CA and has over 21 years of experience in the finance industry.

4
John O. Jenkins
CRD#: 258034
550 Kearny Street, Suite 510, San Francisco, CA 94108
93
Wealthminder
score

John Jenkins (CRD# 258034) is an Investment Advisor Representative working at Btr Capital Management Inc. in San Francisco, CA and has over 23 years of experience in the finance industry.

5
Stephen P. Yeatman
CRD#: 1276603
550 Kearny Street, Suite 510, San Francisco, CA 94108
93
Wealthminder
score

Stephen Yeatman (CRD# 1276603) is an Investment Advisor Representative working at Btr Capital Management Inc. in San Francisco, CA and has over 24 years of experience in the finance industry.

6
Lewis H. Katcher
CRD#: 874007
550 Kearny St., Ste. 510, San Francisco, CA 94108
90
Wealthminder
score

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.

7
Ward P. Lindenmayer
CRD#: 1099969
550 Kearny Street, Suite 510, San Francisco, CA 94108
90
Wealthminder
score

Ward Lindenmayer (CRD# 1099969) 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.