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| Buttonwood Financial Group LLC
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|---|---|
| CRD # | 151164 |
| SEC # | 801-70536 |
| CIK # | 0001847661 |
| AUM | 659.5 M (2026-03-31) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 816-285-9000 |
| Address | 3013 Main Street Kansas City, MO 64108-3323 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 3.2 | ||
| Sherwin Williams Co | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 315 | 303.6 |
| (b) Individuals (high net worth individuals) | 21 | 194.0 |
| (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 | 79 | 37.9 |
| (h) Charitable organizations | 5 | 8.2 |
| (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 | 9 | 115.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,573 | 659.5 |
| By Discretionary | ||
| Discretionary | 1,433 | 506.9 |
| Non-Discretionary | 140 | 152.6 |
| Total | 1,573 | 659.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 659.5 | |
| Total | 1,573 | 659.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001847661] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
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