BUTTONWOOD CAPITAL MANAGEMENT (BCM)
SEC RegisteredCreating Value Beyond Wealth™
About the firm
Buttonwood Capital Management is a leading private wealth management firm. For more than 25 years, they have served as trusted advisors to entrepreneurs, executives, and multi-generational families, delivering customized investment management, comprehensive financial planning, and strategic advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized portfolio management, investment management (equity, credit, and alternative assets), tax planning and compliance, financial and estate planning, philanthropic strategy, business exit planning, trust services, asset protection, and multi-generational education.
Who they serve
Entrepreneurs, executives, and multi-generational families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 235 | $63M |
| High Net Worth Individuals | 105 | $307M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 4 | $5.5M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.50% |
| Next $2,000,000 | 1.25% |
| Next $2,000,000 | 1.00% |
| Next $5,000,000 | 0.75% |
| Next $15,000,000 | 0.65% |
| Over $25,000,000 | 0.00% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BUTTONWOOD CAPITAL MANAGEMENT (BCM) has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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