BTL Capital Management Employee Directory

Financial ServicesIllinois, United States11-50 Employees

BTL Capital Management is an independent, fee-only wealth management firm based in Freeport, Illinois. It serves financially established families, trust funds, retirement plans, and nonprofit organizations with the aim of building, preserving, and transferring wealth. The firm operates as a fiduciary, meaning it is legally required to act in clients' best interests at all times, and it does not receive compensation from selling products, brokerage services, or finders' fees. Instead, it provides objective, evidence-based guidance centered on asset management.

BTL Capital is part of the BAM Alliance, a national community of independent wealth management firms that advises more than 18,000 investors and represents nearly $30 billion in assets under management across more than 140 firms. It is also affiliated with Beggin Tipp Lamm LLC, a CPA firm with offices in Freeport and Rockford, Illinois, whose professionals provide estate and income tax planning for individual and business clients.

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