BUTTONWOOD FINANCIAL GROUP, LLC
CRD #151164 SEC #801-70536 KANSAS CITY, MO 816-285-9000
SEC Registered Disclosures
Total AUM
$696.8M
Discretionary
$551.1M
Employees
14
Clients
251
Accounts
2,076
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $696.8M | $551.1M | $145.7M | 14 | 1 |
| Aug 2025 | $696.8M | $551.1M | $145.7M | 14 | 1 |
| Apr 2025 | $696.8M | $551.1M | $145.7M | 14 | 1 |
| Apr 2025 | $696.3M | $550.6M | $145.7M | 14 | 1 |
| Dec 2024 | $625.5M | $488.8M | $136.7M | 15 | 0 |
| Aug 2024 | $625.5M | $488.8M | $136.7M | 15 | 0 |
| May 2024 | $625.5M | $488.8M | $136.7M | 15 | 0 |
| Mar 2024 | $625.5M | $488.8M | $136.7M | 15 | 0 |
| Jan 2024 | $532.4M | $392.3M | $140.1M | 11 | 1 |
| Dec 2023 | $532.4M | $392.3M | $140.1M | 11 | 1 |
| Jun 2023 | $532.4M | $392.3M | $140.1M | 11 | 1 |
| Mar 2023 | $532.4M | $392.3M | $140.1M | 11 | 1 |
| Nov 2022 | $583.7M | $448.8M | $134.9M | 11 | 1 |
| Apr 2022 | $583.7M | $448.8M | $134.9M | 11 | 1 |
| Mar 2022 | $583.7M | $448.8M | $134.9M | 11 | 1 |
| Oct 2021 | $510.7M | $396.4M | $114.3M | 10 | 0 |
| Aug 2021 | $510.7M | $396.4M | $114.3M | 10 | 0 |
| Apr 2021 | $510.7M | $396.4M | $114.3M | 10 | 0 |
| Mar 2021 | $510.7M | $396.4M | $114.3M | 10 | 0 |
| Sep 2020 | $459.6M | $356.8M | $102.8M | 11 | 0 |
| Jun 2020 | $459.6M | $356.8M | $102.8M | 11 | 0 |
| May 2020 | $459.6M | $356.8M | $102.8M | 11 | 0 |
| Oct 2019 | $388.7M | $298.3M | $90.4M | 11 | 0 |
| Aug 2019 | $388.7M | $298.3M | $90.4M | 11 | 0 |
| Aug 2019 | $388.7M | $298.3M | $90.4M | 11 | 0 |
| Jul 2019 | $388.7M | $298.3M | $90.4M | 11 | 0 |
| Mar 2019 | $388.7M | $298.3M | $90.4M | 11 | 0 |
| Nov 2018 | $435.8M | $306.3M | $129.5M | 11 | 0 |
| Sep 2018 | $435.8M | $306.3M | $129.5M | 11 | 0 |
| Mar 2018 | $435.8M | $306.3M | $129.5M | 11 | 0 |
| Dec 2017 | $335.2M | $265.3M | $69.9M | 11 | 0 |
| Aug 2017 | $335.2M | $265.3M | $69.9M | 11 | 300 |
| Mar 2017 | $335.2M | $265.3M | $69.9M | 11 | 300 |
| Mar 2016 | $350.2M | $291.9M | $58.3M | 10 | 300 |
| Apr 2015 | $354.3M | $292.1M | $62.2M | 8 | 300 |
| Mar 2015 | $354.3M | $292.1M | $62.2M | 8 | 300 |
| Jul 2014 | $347.3M | $286.7M | $60.6M | 8 | 200 |
| Apr 2014 | $347.3M | $286.7M | $60.6M | 8 | 200 |
| Mar 2014 | $347.3M | $286.7M | $60.6M | 8 | 200 |
| Oct 2013 | $324.9M | $272.7M | $52.2M | 6 | 200 |
| Mar 2013 | $324.9M | $272.7M | $52.2M | 6 | 200 |
| May 2012 | $312.4M | $259.7M | $52.7M | 1 | 200 |
| Mar 2012 | $312.4M | $259.7M | $52.7M | 1 | 200 |
| Jun 2011 | $288.1M | $234.5M | $53.6M | 5 | -- |
| May 2011 | $288.1M | $234.5M | $53.6M | 5 | -- |
| Apr 2011 | $288.1M | $234.5M | $53.6M | 5 | -- |
| Apr 2011 | $288.1M | $234.5M | $53.6M | 5 | -- |
| Dec 2010 | $285.7M | $222.8M | $62.9M | 5 | -- |
| Jun 2010 | $285.7M | $222.8M | $62.9M | 5 | -- |
| Mar 2010 | $285.7M | $222.8M | $62.9M | 5 | -- |
DateDec 2025
Total AUM$696.8M
Discretionary$551.1M
Non-Disc.$145.7M
Employees14
Clients1
DateAug 2025
Total AUM$696.8M
Discretionary$551.1M
Non-Disc.$145.7M
Employees14
Clients1
DateApr 2025
Total AUM$696.8M
Discretionary$551.1M
Non-Disc.$145.7M
Employees14
Clients1
DateApr 2025
Total AUM$696.3M
Discretionary$550.6M
Non-Disc.$145.7M
Employees14
Clients1
DateDec 2024
Total AUM$625.5M
Discretionary$488.8M
Non-Disc.$136.7M
Employees15
Clients0
DateAug 2024
Total AUM$625.5M
Discretionary$488.8M
Non-Disc.$136.7M
Employees15
Clients0
DateMay 2024
Total AUM$625.5M
Discretionary$488.8M
Non-Disc.$136.7M
Employees15
Clients0
DateMar 2024
Total AUM$625.5M
Discretionary$488.8M
Non-Disc.$136.7M
Employees15
Clients0
DateJan 2024
Total AUM$532.4M
Discretionary$392.3M
Non-Disc.$140.1M
Employees11
Clients1
DateDec 2023
Total AUM$532.4M
Discretionary$392.3M
Non-Disc.$140.1M
Employees11
Clients1
DateJun 2023
Total AUM$532.4M
Discretionary$392.3M
Non-Disc.$140.1M
Employees11
Clients1
DateMar 2023
Total AUM$532.4M
Discretionary$392.3M
Non-Disc.$140.1M
Employees11
Clients1
DateNov 2022
Total AUM$583.7M
Discretionary$448.8M
Non-Disc.$134.9M
Employees11
Clients1
DateApr 2022
Total AUM$583.7M
Discretionary$448.8M
Non-Disc.$134.9M
Employees11
Clients1
DateMar 2022
Total AUM$583.7M
Discretionary$448.8M
Non-Disc.$134.9M
Employees11
Clients1
DateOct 2021
Total AUM$510.7M
Discretionary$396.4M
Non-Disc.$114.3M
Employees10
Clients0
DateAug 2021
Total AUM$510.7M
Discretionary$396.4M
Non-Disc.$114.3M
Employees10
Clients0
DateApr 2021
Total AUM$510.7M
Discretionary$396.4M
Non-Disc.$114.3M
Employees10
Clients0
DateMar 2021
Total AUM$510.7M
Discretionary$396.4M
Non-Disc.$114.3M
Employees10
Clients0
DateSep 2020
Total AUM$459.6M
Discretionary$356.8M
Non-Disc.$102.8M
Employees11
Clients0
DateJun 2020
Total AUM$459.6M
Discretionary$356.8M
Non-Disc.$102.8M
Employees11
Clients0
DateMay 2020
Total AUM$459.6M
Discretionary$356.8M
Non-Disc.$102.8M
Employees11
Clients0
DateOct 2019
Total AUM$388.7M
Discretionary$298.3M
Non-Disc.$90.4M
Employees11
Clients0
DateAug 2019
Total AUM$388.7M
Discretionary$298.3M
Non-Disc.$90.4M
Employees11
Clients0
DateAug 2019
Total AUM$388.7M
Discretionary$298.3M
Non-Disc.$90.4M
Employees11
Clients0
DateJul 2019
Total AUM$388.7M
Discretionary$298.3M
Non-Disc.$90.4M
Employees11
Clients0
DateMar 2019
Total AUM$388.7M
Discretionary$298.3M
Non-Disc.$90.4M
Employees11
Clients0
DateNov 2018
Total AUM$435.8M
Discretionary$306.3M
Non-Disc.$129.5M
Employees11
Clients0
DateSep 2018
Total AUM$435.8M
Discretionary$306.3M
Non-Disc.$129.5M
Employees11
Clients0
DateMar 2018
Total AUM$435.8M
Discretionary$306.3M
Non-Disc.$129.5M
Employees11
Clients0
DateDec 2017
Total AUM$335.2M
Discretionary$265.3M
Non-Disc.$69.9M
Employees11
Clients0
DateAug 2017
Total AUM$335.2M
Discretionary$265.3M
Non-Disc.$69.9M
Employees11
Clients300
DateMar 2017
Total AUM$335.2M
Discretionary$265.3M
Non-Disc.$69.9M
Employees11
Clients300
DateMar 2016
Total AUM$350.2M
Discretionary$291.9M
Non-Disc.$58.3M
Employees10
Clients300
DateApr 2015
Total AUM$354.3M
Discretionary$292.1M
Non-Disc.$62.2M
Employees8
Clients300
DateMar 2015
Total AUM$354.3M
Discretionary$292.1M
Non-Disc.$62.2M
Employees8
Clients300
DateJul 2014
Total AUM$347.3M
Discretionary$286.7M
Non-Disc.$60.6M
Employees8
Clients200
DateApr 2014
Total AUM$347.3M
Discretionary$286.7M
Non-Disc.$60.6M
Employees8
Clients200
DateMar 2014
Total AUM$347.3M
Discretionary$286.7M
Non-Disc.$60.6M
Employees8
Clients200
DateOct 2013
Total AUM$324.9M
Discretionary$272.7M
Non-Disc.$52.2M
Employees6
Clients200
DateMar 2013
Total AUM$324.9M
Discretionary$272.7M
Non-Disc.$52.2M
Employees6
Clients200
DateMay 2012
Total AUM$312.4M
Discretionary$259.7M
Non-Disc.$52.7M
Employees1
Clients200
DateMar 2012
Total AUM$312.4M
Discretionary$259.7M
Non-Disc.$52.7M
Employees1
Clients200
DateJun 2011
Total AUM$288.1M
Discretionary$234.5M
Non-Disc.$53.6M
Employees5
Clients--
DateMay 2011
Total AUM$288.1M
Discretionary$234.5M
Non-Disc.$53.6M
Employees5
Clients--
DateApr 2011
Total AUM$288.1M
Discretionary$234.5M
Non-Disc.$53.6M
Employees5
Clients--
DateApr 2011
Total AUM$288.1M
Discretionary$234.5M
Non-Disc.$53.6M
Employees5
Clients--
DateDec 2010
Total AUM$285.7M
Discretionary$222.8M
Non-Disc.$62.9M
Employees5
Clients--
DateJun 2010
Total AUM$285.7M
Discretionary$222.8M
Non-Disc.$62.9M
Employees5
Clients--
DateMar 2010
Total AUM$285.7M
Discretionary$222.8M
Non-Disc.$62.9M
Employees5
Clients--