CRD: 144926
Buttonwood Financial Advisors, Inc.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vital insightAlpha value
- Established Date
- 02-11-2008
- Office Locations
- 2
Office Locations
About Buttonwood Financial Advisors, Inc.
Buttonwood Financial Advisors, Inc. is a Baltimore, MD RIA serving retail and institutional clients with financial planning, tax and estate planning, insurance guidance, and portfolio construction. Investment approach centers on asset allocation using ETFs and mutual funds, with fixed income and occasional private placements. Primarily custodied at Schwab and Fidelity/NFS.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAMIAN JOSEPH GALLINA SR
Chief Compliance Officer, President, Principal
- CRD
- #2340370
- Ownership
- 50% but less than 75%
JEFFREY A. MALCOM
Portfolio Manager, VICE PRESIDENT
- CRD
- #6141631
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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JAMES ALFRED ROSSMAN
Managing Director
- CRD
- #2969401
ALEXANDRA ELIZABETH STEWART
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- CRD
- #6721722
Signal element
Pathway momentum pathway
- CRD
- #27737
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $455,862,478 | $432,918 |
| Non-Discretionary | $27,308,519 | $2,100,655 |
| Total | $483,170,997 | $453,256 |
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Separately Managed Accounts
Total SMA Asset: $483,170,997
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $888,154,138 | 15.0% |
| Public Funds | $2,486,831,586 | 42.0% |
| Cash | $2,546,041,862 | 43.0% |
| Total | $5,921,027,586 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE ZENITH NORTH | BEACON HORIZON | FLTH9TEH4 | OHX | 11.49% | $24,895,623 |
| FRONTIER OPTIMA | BEACON PIONEER | CYT2DCWMX | JSUCF | 9.41% | $1,851,145 |
| HORIZON GLACIER INSIGHT | BEACON VERTEX | 3T0BU01PR | MYYI | 2.56% | $115,577,955 |
| HORIZON CAPITAL | VITAL FUSION | XEN048W7Z | ZAE | 1.52% | $33,495,259 |
| SUMMIT VERTEX | MATRIX PRIME | 5NGEUDG0B | YGKJ | 2.14% | $96,647,165 |
| MOMENTUM RADIAL CATALYST | VECTOR TIMBER | W3SKIST87 | YFHE | 12.11% | $55,827,178 |
| VERTEX PATHWAY VERTEX | VERTEX ELEMENT | 7ZBG1FGSR | ZSSFW | 6.42% | $89,616,317 |
| UNISON PIONEER | FOCUS GLACIER | RMAIQ3O00 | SCI | 9.91% | $91,430,920 |