{
  "crd_number": 27108,
  "slug": "buttonwood-partners-inc-madison-wi-27108",
  "primary_business_name": "BUTTONWOOD PARTNERS, INC.",
  "legal_name": "BUTTONWOOD PARTNERS, INC.",
  "dbas": [],
  "city": "Madison",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "31540",
  "metro": {
    "cbsa_code": "31540",
    "common_name": "Madison",
    "msa_name": "Madison, WI",
    "path": "/advisors/wi/madison"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-03-28",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-01-02",
  "carried_forward": false,
  "raum_total": 16356725.0,
  "raum_discretionary": 16356725.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 16356725.0,
      "count": 28
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CO",
    "WI"
  ],
  "websites": [
    "https://btnwd.com",
    "https://buttonwoodpartnersinc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/27108",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "MADISON",
  "url": "https://advisorcensus.com/firm/buttonwood-partners-inc-madison-wi-27108",
  "display_name": "Buttonwood Partners, Inc.",
  "summary": "Buttonwood Partners, Inc. is a state-registered investment advisory firm in Madison, WI, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 2, 2026.",
  "citation": "AdvisorCensus. Buttonwood Partners, Inc. (CRD 27108): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Buttonwood Partners, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Buttonwood Partners, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Buttonwood Partners, Inc. located?",
      "a": "Buttonwood Partners, Inc.'s principal office is in Madison, WI, according to its Form ADV."
    },
    {
      "q": "Is Buttonwood Partners, Inc. registered with the SEC or a state?",
      "a": "Buttonwood Partners, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 27108."
    },
    {
      "q": "How much does Buttonwood Partners, Inc. manage?",
      "a": "Buttonwood Partners, Inc. reports $16,356,725 in regulatory assets under management in its Form ADV filing dated January 2, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Buttonwood Partners, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (28)."
    },
    {
      "q": "Does Buttonwood Partners, Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/27108"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/buttonwood-partners-inc-madison-wi-27108.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 28,
      "fewer_than_5": false,
      "raum": 16356725.0
    }
  ],
  "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/27108",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}