# Butler-Davis Financial Group, LLC

> Butler-Davis Financial Group, LLC is a state-registered investment advisory firm in Covington, GA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 17, 2023.

- CRD: 320825
- Filed as: BUTLER-DAVIS FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Covington, GA
- Filing period: October 2026
- Form ADV filing dated: August 17, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/320825
- AdvisorCensus page: https://advisorcensus.com/firm/butler-davis-financial-group-llc-covington-ga-320825

## Quick answers

**How is Butler-Davis Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Butler-Davis Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Butler-Davis Financial Group, LLC located?**
Butler-Davis Financial Group, LLC's principal office is in Covington, GA, according to its Form ADV.

**Is Butler-Davis Financial Group, LLC registered with the SEC or a state?**
Butler-Davis Financial Group, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 320825.

**How much does Butler-Davis Financial Group, LLC manage?**
Butler-Davis Financial Group, LLC reports $44,083 in regulatory assets under management in its Form ADV filing dated August 17, 2023 (100% discretionary).

**What types of clients does Butler-Davis Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3).

**Does Butler-Davis Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/320825

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $44,083
- Discretionary: $44,083
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $44,083 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bookme.name/butlerdavisfinancialgroup
- Facebook @Butler-Davis-Financial-Group-LLC
- X @BDFGLLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Butler-Davis Financial Group, LLC (CRD 320825): Form ADV filing data as of October 2026.