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BUTTONWOOD CAPITAL MANAGEMENT (BCM)
BUTTONWOOD CAPITAL MANAGEMENT, LLC
CRD 174857 · SEC 801-117678
17550 NORTH PERIMETER DRIVE, SUITE 100, SCOTTSDALE, AZ, 85255, United States
Phone
480-305-2105
Fax
480-305-2124
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$380.8M
Discretionary AUM
$375.2M
Team
6 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 235 | $62.6M |
| High net worth individuals | 105 | $307.3M |
| Pension/profit sharing plans | 4 | $5.5M |
| Charitable organizations | 2 | $621K |
| Corporations/business entities | 9 | $4.7M |
States served
AZ, CA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD