{
  "crd_number": 151164,
  "slug": "buttonwood-financial-group-llc-kansas-city-mo-151164",
  "primary_business_name": "BUTTONWOOD FINANCIAL GROUP, LLC",
  "legal_name": "BUTTONWOOD FINANCIAL GROUP, LLC",
  "dbas": [],
  "city": "Kansas City",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-08-24",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 659465030.0,
  "raum_discretionary": 506856679.0,
  "raum_non_discretionary": 152608351.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 8196168.0,
      "count": 5
    },
    "individuals": {
      "raum": 303591201.0,
      "count": 315
    },
    "pension_profit_sharing": {
      "raum": 37864588.0,
      "count": 79
    },
    "high_net_worth_individuals": {
      "raum": 193953535.0,
      "count": 21
    },
    "corporations_other_businesses": {
      "raum": 115859538.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "IA",
    "IL",
    "KS",
    "MO",
    "ND",
    "NM",
    "PA",
    "TX",
    "VT",
    "WA",
    "WY"
  ],
  "websites": [
    "https://buttonwoodfg.com",
    "https://facebook.com/ButtonwoodFinancialGroup",
    "https://linkedin.com/company/buttonwood-financial-group-llc",
    "https://twitter.com/ButtonwoodFG"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151164",
  "disclosure_items": [
    {
      "item": "11.H(1)(a)",
      "question": "In the past ten years, has a domestic or foreign court issued an injunction against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "KANSAS CITY",
  "url": "https://advisorcensus.com/firm/buttonwood-financial-group-llc-kansas-city-mo-151164",
  "display_name": "Buttonwood Financial Group, LLC",
  "summary": "Buttonwood Financial Group, LLC is an SEC-registered investment advisory firm in Kansas City, MO, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Buttonwood Financial Group, LLC (CRD 151164): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Buttonwood Financial Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Buttonwood Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Buttonwood Financial Group, LLC located?",
      "a": "Buttonwood Financial Group, LLC's principal office is in Kansas City, MO, according to its Form ADV."
    },
    {
      "q": "Is Buttonwood Financial Group, LLC registered with the SEC or a state?",
      "a": "Buttonwood Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151164."
    },
    {
      "q": "How much does Buttonwood Financial Group, LLC manage?",
      "a": "Buttonwood Financial Group, LLC reports $659,465,030 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (77% discretionary)."
    },
    {
      "q": "How have Buttonwood Financial Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Buttonwood Financial Group, LLC: Regulatory assets under management: $510,715,273 in the October 2021 data and $659,465,030 in the October 2026 data, up 29%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Buttonwood Financial Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (315); pension and profit sharing plans (but not the plan participants or government pension plans) (79); high net worth individuals (21)."
    },
    {
      "q": "Which custodians does Buttonwood Financial Group, LLC use?",
      "a": "Buttonwood Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Buttonwood Financial Group, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(1)(a) (court injunction in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151164"
    },
    {
      "q": "Does Buttonwood Financial Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"We do not currently require a minimum account size but reserve the right to do so in the future.\""
    },
    {
      "q": "What changed in Buttonwood Financial Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 510715273.0,
      "total_employees": 10,
      "filing_date": "2021-08-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 583747824.0,
      "total_employees": 11,
      "filing_date": "2022-04-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 532353343.0,
      "total_employees": 11,
      "filing_date": "2023-06-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 625489432.0,
      "total_employees": 15,
      "filing_date": "2024-08-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 696762721.0,
      "total_employees": 14,
      "filing_date": "2025-04-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 659465030.0,
      "total_employees": 12,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in ND."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in CO."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not currently require a minimum account size but reserve the right to do so in the future."
        ]
      }
    ],
    "quotes": [
      "We do not currently require a minimum account size but reserve the right to do so in the future."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/buttonwood-financial-group-llc-kansas-city-mo-151164.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 315,
      "fewer_than_5": false,
      "raum": 303591201.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 21,
      "fewer_than_5": false,
      "raum": 193953535.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 79,
      "fewer_than_5": false,
      "raum": 37864588.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 8196168.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 115859538.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151164",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}