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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pathway
- Established Date
- 10-05-2017
- Office Locations
- 1
Office Locations
About Butlerjeffrey, LLC
ButlerJeffrey, LLC is an independent, fiduciary wealth advisory firm in Atlanta providing investment management and comprehensive financial planning (retirement, tax, estate, insurance, charitable and wealth transfer). The team emphasizes disciplined, evidence-based portfolio construction and client education, serving families and entrepreneurs navigating complex decisions such as liquidity events. Custodied at Charles Schwab.
Team overview
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Owner & Executives
JOSEPH BUTLER BLACK JR
Chief Compliance Officer, Founder, Wealth Advisor
- CRD
- #5227885
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,128,441 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,128,441 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,128,441
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $763,021,490 | 12.8% |
| Cash | $1,001,465,705 | 16.8% |
| Equity - Exchange | $1,299,520,975 | 21.8% |
| Corporate - Investment Grade | $1,537,965,190 | 25.8% |
| Municipal Bonds | $1,359,132,028 | 22.8% |
| Total | $5,961,105,388 | 100.0% |