Buttonwood Financial Advisors, Inc.

RIASEC Registered

Total AUM

$483M

Discretionary

$456M

94% of AUM

Avg account

$453K

Accounts

1,066

Employees

8

Advisory reps

5

Firm details

Headquarters: Baltimore, Maryland
CRD number: 144926
Registered since: April 13, 2020
Website: www.buttonwoodfa.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI89.91%
Individuals9.79%
Corporations / Businesses0.27%
Charitable Organizations0.03%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Buttonwood Financial Advisors, Inc. is an independent registered investment adviser that registered with the SEC in 2020. The firm operates as a corporation under individual ownership and serves both individuals/families and institutional clients. Its advisory practice focuses on financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM and fixed fees. Buttonwood signals a clear equity orientation in its stated preferences and does not describe itself as an active ESG investor or a capital allocator into direct private deals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities66%
Public Funds/Mutual Funds29%
Cash & Cash Equivalents5%

Contacts

3 of 5

Alexandra Stewart
Financial AdvisorCRD 6721722
Mary Thompson
Financial AdvisorCRD 6020089
Jeffrey Malcom
Portfolio Manager, PrincipalCRD 6141631

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 26

Active vs passive

$122M in ETFs

Passive

77%

$93.8M

Active

18%

$28M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANECK MORNINGSTAR WIDE MOAT ETF (MOAT)	VanEck	Passive	Large Blend	$27.6M	260,865	22.63%

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Primary office

Baltimore, MD

Baltimore City

Location

Baltimore, MD

Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Baltimore City
Address: 1 N Haven St
Time zone: ET (UTC-5)
Office locations

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