# Buttonwood Partners, Inc.

> 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.

- CRD: 27108
- Filed as: BUTTONWOOD PARTNERS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Madison, WI
- Filing period: October 2026
- Form ADV filing dated: January 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/27108
- AdvisorCensus page: https://advisorcensus.com/firm/buttonwood-partners-inc-madison-wi-27108

## Quick answers

**How is Buttonwood Partners, Inc. compensated?**
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.

**Where is Buttonwood Partners, Inc. located?**
Buttonwood Partners, Inc.'s principal office is in Madison, WI, according to its Form ADV.

**Is Buttonwood Partners, Inc. registered with the SEC or a state?**
Buttonwood Partners, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 27108.

**How much does Buttonwood Partners, Inc. manage?**
Buttonwood Partners, Inc. reports $16,356,725 in regulatory assets under management in its Form ADV filing dated January 2, 2026 (100% discretionary).

**What types of clients does Buttonwood Partners, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28).

**Does Buttonwood Partners, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $16,356,725
- Discretionary: $16,356,725
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 28 | $16,356,725 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, WI
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/27108

### Websites listed on Form ADV (Item 1.I)
- btnwd.com
- buttonwoodpartnersinc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Buttonwood Partners, Inc. (CRD 27108): Form ADV filing data as of October 2026.