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Brent Justin Gomer

Btg Capital LLC

Conshohocken, PA

Bala Cynwyd, PA

CRD 6963022

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Employer firm

Btg Capital LLC CRD 337715

$3.41M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Btg Capital Llc

Conshohocken, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-09-03
  • PA RA
    APPROVED
    Since 2025-09-03

Branch Locations

Conshohocken, PA • United States

Bala Cynwyd, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Houlihan Lokey Capital, Inc. Chicago IL 07/2018 08/2019
Unemployed Bloomington IN 09/2016 05/2017
Houlihan Lokey Chicago IL 06/2017 08/2017
Unemployed Bloomington IN 08/2017 07/2018
Morgan Stanley Distribution, Inc. West Conshohocken PA 09/2019 03/2025
Btg Capital Llc Conshohocken PA 05/2025 Present
  • 07/2018 → 08/2019
    Houlihan Lokey Capital, Inc.
    Chicago, IL
  • 09/2016 → 05/2017
    Unemployed
    Bloomington, IN
  • 06/2017 → 08/2017
    Houlihan Lokey
    Chicago, IL
  • 08/2017 → 07/2018
    Unemployed
    Bloomington, IN
  • 09/2019 → 03/2025
    Morgan Stanley Distribution, Inc.
    West Conshohocken, PA
  • 05/2025 → Present
    Btg Capital Llc
    Conshohocken, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-12
S63 Uniform Securities Agent State Law Examination 2018-08-20
  • S65 Uniform Investment Adviser Law Examination
    2025-06-12
  • S63 Uniform Securities Agent State Law Examination
    2018-08-20
Other Names
  • Brent Gomer

View on SEC IAPD

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