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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-25-2002
- Office Locations
- 1
Office Locations
About Butler Financial Services
Butler Financial Services is a fee-only RIA providing ongoing wealth and investment management for client families, integrating planning (tax, budgeting, asset protection and legacy/transfer considerations) with portfolio construction and investment due diligence, including private investments. The team’s process is CFA Body of Knowledge–informed, incorporates factor research, and emphasizes behavioral finance through client-specific Investment Policy Statements. Primary custodian: Schwab Institutional.
Reported data analysis
What the numbers show
Between September 18, 2025 and March 27, 2026, reported AUM increased 14.0%, from $135.7M to $154.7M.
Across 5 reported observations, AUM increased 29.0% between November 18, 2022 and March 27, 2026, from $119.9M to $154.7M.
Of the latest reported AUM, 97.9% is discretionary and 2.1% is non-discretionary.
The firm reports 2 advisory representatives and 62 clients, or 31 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Butler Financial Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK ANDREW BUTLER
Chief Compliance Officer, President, Principal
- CRD
- #2546385
- Ownership
- 50% but less than 75%
MIKYO BUTLER
Investment Advisor
- CRD
- #6242419
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,379,202 | $493,092 |
| Non-Discretionary | $3,283,048 | $1,641,524 |
| Total | $154,662,250 | $500,525 |
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Separately Managed Accounts
SMA allocation detail is available
Butler Financial Services has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.