Buttonwood Capital Management (Bcm) is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 24, 2026, reports $381M in regulatory assets under management, 6 employees, and 896 accounts.
Assets Under Management
$381M
Employees
6
Offices
--
Total Clients
355
Primary office
SCOTTSDALE, AZ
17550 NORTH PERIMETER DRIVE, SUITE 100, SCOTTSDALE, AZ, 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 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.2% of total clients.
Top client categories% of clientsClients
1
Individuals
66.2%
235
2
HNWI
29.6%
105
3
Corporations
2.5%
9
4
Pension Plans
1.1%
4
5
Charitable
0.6%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$381Mas of March 24, 2026
Discretionary98.5%
$375M
99% of total RAUM98.5%
Non-discretionary1.5%
$6M
1% of total RAUM1.5%
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$381M
Total Accounts896
10Y AUM Change+$278M (+272.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee59:1
10Y Employee Change+3 (+100.0%)
* 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.