NBT CAPITAL MANAGEMENT, INC.

331 Main Street
Suite 1
Johnson City, New York 13790-3330
Tel: 607-584-4141

About NBT CAPITAL MANAGEMENT, INC.

NBT CAPITAL MANAGEMENT, INC, formally registered with the SEC as NBT CAPITAL MANAGEMENT, INC. The firm was established in 11/23/1987. They have over 6 offices throughout the country.

NBT CAPITAL MANAGEMENT, INC. is a Johnson City, New York based Financial Planning firm with nearly $1,324,321,206 assets under management, offering retirement planning & investment advisory services to 1116 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104932
SEC#	801-30786
Assets Managed by Firm	$1,324,321,206
No. of Clients	1116
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1116	$1,324,321,206
Individuals (other than high net worth individuals)	183	$60,555,102
High net worth individuals	74	$150,782,826
Pension and profit sharing plans	343	$1,085,693,807
Corporations or other businesses	Fewer than 5 clients	$8,349,081

More Retirement Planning firms in Johnson City, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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