NBT Capital Management, Inc.
NORWICH, NY · CIK 1983391 · 13F filing filed 2026-07-29
SEC-registered investment adviser since 1987 · corporation
- Assets managed$1.6bn
- Staff12 · 6 in investment roles
- Main clients (by assets)Pension plans 78%, High net worth individuals 16%, Individuals 6%
- Websiteclevelandhauswirth.com
- Form ADV · 2026-09-29SEC adviser record
- Kindinstitutions
- Others nearbyNorwich, NY, Peoria Heights, IL, Milwaukee, WI, Saratoga Springs, NY
As an employer
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Norwich, NY (main office)United States | |
| Peoria, ILUnited States | 3 |
| Milwaukee, WIUnited States | 2 |
| Saratoga Springs, NYUnited States | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.