Buttonwood Financial Group, LLC
● SEC registered since 2009CRD 151164SEC# 801-70536Kansas City, MO
Reg. AUM
$659.5M
Employees
12
Accounts
1,573
Location
Kansas City, MO
Buttonwood Financial Group, LLC assets under management
Buttonwood Financial Group, LLC is an SEC-registered investment adviser based in Kansas City, MO. The firm has been registered since 2009. It reports $659.5 million in regulatory assets under management and employs 12 people.
Buttonwood Financial Group, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacqueline Ann Morgan Control | Coo | Under 5% | 2023 |
| Jon Michael McGraw Control | President, Cco, Llc Chairman | Under 5% | 2002 |
| McGraw Jt Revocable Trust Control | Llc Member | Over 75% | 2004 |
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Join to unlock · $37/moFrequently asked questions
How much does Buttonwood Financial Group, LLC manage?
Buttonwood Financial Group, LLC reports $659.5 million in regulatory assets under management on its Form ADV.
How many employees does Buttonwood Financial Group, LLC have?
Buttonwood Financial Group, LLC reports 12 employees.
Where is Buttonwood Financial Group, LLC located?
Buttonwood Financial Group, LLC is based in Kansas City, MO and has been SEC-registered since 2009.
Does Buttonwood Financial Group, LLC disclose fund performance?
Buttonwood Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3013 Main Street, Kansas City, MO 64108-3323 |
| Phone | 816-285-9000 |
| Fax | 816-285-9001 |
| Office hours | 8a.m. - 5p.m., Evenings/Weekends By Appt |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1847661 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$659.5M▼ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$659.5Mregulatory AUM
Discretionary $506.9MNon-discretionary $152.6M