BUTTONWOOD FINANCIAL GROUP, LLC

CRD 151164File 801-70536

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$659.5M

Above cohort median (national)

Discretionary AUM

$506.9M

Non-discretionary $152.6M

Clients

429

1,573 accounts

Employees

Above cohort median in MO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Aug 24, 2009
Principal office: 3013 MAIN STREET, KANSAS CITY, MO, 64108-3323
Phone: 816-285-9000
Website: https://www.facebook.com/ButtonwoodFinancialGroup/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $659.5M
Discretionary AUM: $506.9M
Non-discretionary AUM: $152.6M
Discretionary accounts: 1,433
Non-discretionary accounts: 140
Total accounts: 1,573
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$115.9M
Charitable organizations	5	$8.2M
High net worth individuals	21	$194.0M
Pension and profit sharing plans	79	$37.9M
Individuals (other than high net worth individuals)	315	$303.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11H1A

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.