CRD: 174857
Buttonwood Capital Management (BCM)
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW BART SOSNOWITZ
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #3202095
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Sean Thomas Neel
--
- CRD
- #6203339
Phillip Tyler Wiltfong
--
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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