BUTTONWOOD CAPITAL MANAGEMENT (BCM)

Legal name: BUTTONWOOD CAPITAL MANAGEMENT, LLC

CRD 174857File 801-117678

APPROVED

Retail clients

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$380.8M

Below cohort median (national)

Discretionary AUM

$375.2M

Non-discretionary $5.5M

Clients

355

896 accounts

Employees

Above cohort median in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Nov 22, 2019
Principal office: 17550 NORTH PERIMETER DRIVE, SUITE 100, SCOTTSDALE, AZ, 85255
Phone: 480-305-2105
Website: HTTP://BUTTONWOODCM.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $380.8M
Discretionary AUM: $375.2M
Non-discretionary AUM: $5.5M
Discretionary accounts: 882
Non-discretionary accounts: 14
Total accounts: 896
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$4.7M
Charitable organizations	Fewer than 5	$621K
High net worth individuals	105	$307.3M
Pension and profit sharing plans	Fewer than 5	$5.5M
Individuals (other than high net worth individuals)	235	$62.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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

This firm answered no to every Item 11 disclosure question in this filing.

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.