KANSAS CITY, MOCRD 151164Latest ADV March 31, 2026
Buttonwood Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kansas City, MO. Its latest Form ADV filing, dated March 31, 2026, reports $659M in regulatory assets under management, 12 employees, and 1,573 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.4% of total clients.
Top client categories% of clientsClients
1
Individuals
73.4%
315
2
Pension Plans
18.4%
79
3
HNWI
4.9%
21
4
Corporations
2.1%
9
5
Charitable
1.2%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$659Mas of March 31, 2026
Discretionary76.9%
$507M
77% of total RAUM76.9%
Non-discretionary23.1%
$153M
23% of total RAUM23.1%
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.
Total AUM$659M
Total Accounts1,573
10Y AUM Change+$324M (+96.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee36:1
10Y Employee Change+1 (+9.1%)
* 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.