BTR Capital Management Information

View Top Employees from BTR Capital Management

Our firm was founded in 1989 as an independent, employee-owned, and SEC-registered investment advisor. BTR serves high net worth individuals and families, foundations, and retirement plans. We devote the bulk of the firm’s resources to investment research and portfolio management and construct for each client a tailored investment solution based on their risk parameters, tax status, and financial objectives. BTR portfolio managers serve broadly as trusted advisors, helping our clients develop plans for retirement and navigate key financial decisions.

Website	http://www.btrcap.com
Revenue	$7.1 million
Employees	10 (5 on RocketReach)
Founded	1989
Address	1999 Harrison St 1530, Oakland, California 94612, US
Phone	(415) 989-0100
Fax	+49 69 800896620
Technologies	JavaScript , HTML , PHP +9 more (view full list)
Industry	Investment Management, Finance, Finance General, Construction, Real Estate, Wealth Management, Financial Planning, Financial Services, Municipal Bonds
Web Rank	18 Million
Keywords	Investment Management, Wealth Management, Portfolio Management, Financial Advisor, Investment Advisory, High Net Worth, Retirement Planning, Estate Planning, Asset Management, Financial Planning, Investment Strategies, Wealth Preservation, Tax Efficient Investing, Long Term Investing, Capital Preservation, Risk Management, Alternative Investments, Family Office Services, Charitable Giving, Philanthropic Planning
Competitors	Morgan Stanley, Fidelity Investments, State Street Global Advisors, BlackRock, Vanguard, T. Rowe Price, J.P. Morgan, Invesco Ltd., Northern Trust Corporation, Legg Mason (Acquired by Franklin Templeton) +40 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 621 Companies
NAICS	NAICS Code 523 Companies, NAICS Code 5231 Companies, NAICS Code 52 Companies, NAICS Code 52312 Companies, NAICS Code 523120 Companies

BTR Capital Management Questions

What is the annual revenue of BTR Capital Management?

The BTR Capital Management annual revenue was $7.1 million in 2026.

How many people are employed at BTR Capital Management?

5 people are employed at BTR Capital Management.

Where is BTR Capital Management based?

BTR Capital Management is based in Oakland, California.

What is the NAICS code for BTR Capital Management?

The NAICS codes for BTR Capital Management are [523, 5231, 52, 52312, 523120].

What is the SIC code for BTR Capital Management?

The SIC codes for BTR Capital Management are [62, 621].

Top BTR Capital Management Employees

Lewis Katcher

Principal, Chief Investment Officer, and Portfolio Manager at BTR Capital Management

San Francisco, CA, US
3
- yahoo.com
- aol.com
- gmail.com
5+
- 415989XXXX
- 415640XXXX
- 415383XXXX
- 508815XXXX
- 727502XXXX
- 530586XXXX
Mark Fredenburg

Principal and Portfolio Manager at BTR Capital Management

San Francisco, CA, US
3
- wealthenhancement.com
- btrcap.com
- gmail.com
3
- 925286XXXX
- 415775XXXX
- 925934XXXX
Stephen Yeatman

Principal and Portfolio Manager at BTR Capital Management

San Francisco, CA, US
1
- sbcglobal.net
3
- 415989XXXX
- 510524XXXX
- 510504XXXX

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