Troy Gomer
BTG Capital · Conshohocken, Pennsylvania
Troy Gomer is a fee-only financial advisor at BTG Capital in Conshohocken, Pennsylvania, who holds the CFP credential. BTG Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | BTG Capital |
|---|---|
| Based in | Conshohocken, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.4M across 52 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7737219 |
| Exams passed | Series 63 (2023) · Series 66 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Troy's firm compares
- BTG Capital's average account is about $66,000, from its Form ADV (assets managed divided by 52 accounts).
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Questions about Troy
Is Troy Gomer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Troy holds no broker registration, and BTG Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Troy charge for financial advice?
Troy's firm, BTG Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Troy Gomer based?
Troy Gomer is based in Conshohocken, Pennsylvania.
What credentials does Troy Gomer hold?
Troy Gomer holds the CFP credential.
Is Troy Gomer registered with the SEC?
Yes. Troy Gomer is registered as an investment adviser representative in PA (CRD 7737219), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BTG Capital manage?
BTG Capital reports $3.4M across 52 accounts in assets under management.
How do I contact Troy Gomer?
Contact details aren't on file yet. Search for BTG Capital.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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