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| Happy Holidays!! thanks for using AUM13F!! |
| Buttonwood Financial Advisors Inc
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| CRD # | 144926 |
| SEC # | 801-118433 |
| CIK # | 0001904033 |
| AUM | $393.2 M (2025-01-30) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 410-988-2391 |
| Address | 1 N Haven Street, Suite 204 Baltimore, MD 21224 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001904033 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 13.5 | ||
| Alphabet Inc | 12.1 | ||
| Facebook Inc | 11.7 | ||
| Microchip Technology Inc | 7.4 | ||
| Arrow Electronics Inc | 7.3 | ||
| Markel Corp | 6.2 | ||
| Amazon Com Inc | 5.4 | ||
| VISA Inc | 5.2 | ||
| Anheuser-Busch Inbev Sa/Nv | 4.7 | ||
| Schwab Charles Corp | 4.0 | ||
| Canadian Natural Resources Ltd | 3.3 | ||
| Exxon Mobil Corp | 3.1 | ||
| Walt Disney Co | 3.1 | ||
| Apple Inc | 3.0 | ||
| American Express Co | 3.0 | ||
| Netflix Inc | 2.6 | ||
| Brookfield Asset Management Inc | 2.6 | ||
| Emerson Electric Co | 2.4 | ||
| Applied Materials Inc /DE | 2.3 | ||
| Starbucks Corp | 2.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 52.0 |
| (b) Individuals (high net worth individuals) | 130 | 340.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,006 | 393.2 |
| By Discretionary | ||
| Discretionary | 996 | 364.2 |
| Non-Discretionary | 10 | 29.0 |
| Total | 1,006 | 393.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 392.8 | |
| Total | 1,006 | 393.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001904033] |
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|---|---|---|
|
Tigeroak Management LLC
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TN | 0.4 |
|
Front Row Advisors LLC
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CA | 0.4 |
|
Mullooly Asset Management Inc
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NJ | 0.4 |
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Bates Financial Advisors Inc
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IL | 0.4 |
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Laurel Wealth Planning LLC
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MN | 0.4 |
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Beaton Management Co Inc
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MA | 0.4 |
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Spivak Asset Management LLC
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CT | 0.4 |
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Pace Financial Advisors Inc
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OR | 0.4 |
|
Chaney Capital Management Inc
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WA | 0.4 |
|
The Lam Group Inc
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0.4 |