BUTLER FINANCIAL SERVICES

Overview

Butler Financial Services is an independent registered investment adviser serving individual and family clients with a focus on tailored financial planning and portfolio management for individuals and small businesses. The firm operates under an individual owner structure and takes a fee-based approach that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Since registering with the SEC in 2021, Butler Financial Services has emphasized equity-oriented portfolios, offering discretionary management for the bulk of client assets while maintaining the capacity for non‑discretionary advisory relationships. Investment activity centers on direct equity exposures and exchanged-traded instruments as the primary building blocks of client portfolios, supplemented by third‑party alternative fund allocations and conventional insurance and mutual fund vehicles where appropriate. Butler Financial Services is not positioned as an ESG-focused adviser, nor does it market pension consulting or broad capital allocation services; its playbook is geared toward personalized wealth management for high-net-worth individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices