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| Keyboard |
| Jack V Butterfield Investment Company
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|
|---|---|
| CRD # | 3998 |
| SEC # | 801-132181 |
| CIK # | |
| AUM | 157.6 M (2026-02-12) |
| Employees | 9 (56% Investors, 89% Brokers) |
| Phone | 517-787-2430 |
| Address | 100 S Jackson, Suite 100 Jackson, MI 49201 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 83.4 |
| (b) Individuals (high net worth individuals) | 18 | 74.2 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 208 | 157.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 208 | 157.6 |
| Total | 208 | 157.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 157.0 | |
| Total | 208 | 157.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
FC360 Wealth Management Inc
✚
|
CA | 158.2 M |
|
Gilbert Capital Group Inc
✚
|
158.1 M | |
|
Integral Financial Planning LLC
✚
|
158.0 M | |
|
Harold W Dance Inc
✚
|
UT | 158.0 M |
|
Clarus Group LLC
✚
|
NY | 158.0 M |
|
Wisconsin Wealth Advisors LLC
✚
|
WI | 157.6 M |
|
Copia Wealth Management LLC
✚
|
OR | 157.5 M |
|
Peck Wealth Management LLC
✚
|
157.4 M | |
|
Delphinus Financial Advisors LLC
✚
|
MA | 157.1 M |
|
Davenport Watts & Drake Investment Advisors LLC
✚
|
MS | 157.1 M |