B&T Capital Management, Incorporated
- Regulatory AUM
- $871M
- Discretionary
- $863M
- Clients
- 468
- Avg AUM / client
- $1.9M
- Accounts
- 1,316
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 261 | $83.8M | 9.62% |
| High net worth individuals | 201 | $766M | 87.9% |
| Charitable organizations | 6 | $21.6M | 2.47% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan And Trust Ohio Anesthesia Group, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Terence Turner | Managing Partner / Chief Compliance Officer | CFA | Jun 2002 (24y) | 50% – 75% |
| Buddie Cloys Ballard | Managing Partner | CFA | Sep 2002 (24y) | 50% – 75% |
| Raymond William Bergman | Registered representative | Nov 2009 (17y) | ||
| Darren Mark Anderson | Registered representative | CFA | Feb 2019 (7y) | |
| Adrian Patricia Burczewski | Registered representative | CFP | Feb 2022 (4y) | |
| Gabrielle Kathryne Hebert | Registered representative | Oct 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan And Trust | Ohio Anesthesia Group, Inc. | 107 | $62.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 961 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $778M (89% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $234M (43% of AUM) Mar 2019
- Fidelity Brokerage Services $93.8M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗