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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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