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| Buttonwood Financial Advisors Inc
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| CRD # | 144926 |
| SEC # | 801-118433 |
| CIK # | 0001904033 |
| AUM | 483.2 M (2026-03-07) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 410-988-2391 |
| Address | 1 N Haven Street, Suite 204 Baltimore, MD 21224 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001904033 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 22.0 | ||
| Microsoft Corp | 11.6 | ||
| Arrow Electronics Inc | 10.5 | ||
| Teradyne Inc | 10.2 | ||
| Applied Materials Inc /DE | 8.9 | ||
| Facebook Inc | 8.1 | ||
| Markel Corp | 7.0 | ||
| ASML Holding NV | 6.6 | ||
| Amazon Com Inc | 6.6 | ||
| Microchip Technology Inc | 5.7 | ||
| Visa Inc | 5.0 | ||
| Apple Inc | 4.2 | ||
| Canadian Natural Resources Ltd | 4.1 | ||
| ServiceNow Inc | 4.0 | ||
| Schwab Charles Corp | 3.9 | ||
| McGraw-Hill Companies Inc | 3.4 | ||
| Anheuser-Busch Inbev Sa/Nv | 3.2 | ||
| Brookfield Asset Management Inc | 3.2 | ||
| Costar Group Inc | 2.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 47.3 |
| (b) Individuals (high net worth individuals) | 152 | 434.4 |
| (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 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,066 | 483.2 |
| By Discretionary | ||
| Discretionary | 1,053 | 455.9 |
| Non-Discretionary | 13 | 27.3 |
| Total | 1,066 | 483.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 482.7 | |
| Total | 1,066 | 483.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001904033] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 4 (1 non-US) |
| Serves | Retail |
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