CRD: 174857
Buttonwood Capital Management (BCM)
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-12-2015
- Office Locations
- 1
Office Locations
About Buttonwood Capital Management (BCM)
Buttonwood Capital Management is a Scottsdale, AZ private wealth manager serving entrepreneurs, executives, and multi-generational families. The firm provides customized investment management and comprehensive financial planning, including tax, estate, and philanthropic strategy. Portfolios emphasize disciplined, risk-managed, after-tax outcomes across asset classes, with a meaningful role for fixed income and credit opportunities in public and private markets. Works across retail and institutional channels.
Reported data analysis
What the numbers show
Between March 29, 2025 and March 24, 2026, reported AUM increased 21.0%, from $314.8M to $380.8M.
Across 5 reported observations, AUM increased 79.2% between March 24, 2022 and March 24, 2026, from $212.5M to $380.8M.
Of the latest reported AUM, 98.5% is discretionary and 1.5% is non-discretionary.
The firm reports 3 advisory representatives and 355 clients, or 118.3 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 24, 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
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Buttonwood Capital Management (BCM) record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANDREW BART SOSNOWITZ
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #3202095
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Sean Thomas Neel
Associate Vice President & Senior Wealth Manager
- CRD
- #6203339
Phillip Tyler Wiltfong
Wealth Manager & Portfolio Strategist
- CRD
- #7738985
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $375,244,480 | $425,447 |
| Non-Discretionary | $5,535,082 | $395,363 |
| Total | $380,779,562 | $424,977 |
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Separately Managed Accounts
SMA allocation detail is available
Buttonwood Capital Management (BCM) has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.