Butler Financial Services is an SEC registered investment adviser organized as a corporation with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 27, 2026, reports $155M in regulatory assets under management, 4 employees, and 309 accounts.
Assets Under Management
$155M
Employees
4
Offices
--
Total Clients
62
Primary office
DENVER, CO
1001 BANNOCK ST., SUITE 212, DENVER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.0% of total clients.
Top client categories% of clientsClients
1
HNWI
71.0%
44
2
Individuals
29.0%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$155Mas of March 27, 2026
Discretionary97.9%
$151M
98% of total RAUM97.9%
Non-discretionary2.1%
$3M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$155M
Total Accounts309
10Y AUM Change+$39M (+33.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee16:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.