NBT Capital Management, Inc.
Firm details
- Headquarters
- Norwich, New York
- CRD number
- 104932
- Registered since
- November 23, 1987
- Website
- www.nbtcapm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans78.03%
- HNWI15.77%
- Individuals6.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
NBT Capital Management, Inc. is an independent registered investment adviser that has been operating since 1987. The firm serves both individual/family clients and institutional accounts and provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, advisory services for businesses or institutions, and pension consulting. Its billing arrangements include asset-based fees as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 9
Kevin Nester
Investment Adviser RepresentativeCRD 5294565
Michael Kiley
Investment Advisor RepresentativeCRD 4325071
John Rice
Senior Portfolio ManagerCRD 6085861
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Norwich, NY
Chenango
Location
Norwich, NY
Headquartered in Norwich, NY, in the Northeast of the United States.
- Region
- Northeast
- County
- Chenango
- Address
- 52 S Broad St
- Time zone
- ET (UTC-5)
- Office locations
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