This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Peak primeFocus summit
- Established Date
- 08-24-2009
- Office Locations
- 1
Office Locations
About Buttonwood Financial Group, LLC
Buttonwood Financial Group is a Kansas City-based wealth management firm that acts as a “Family CFO,” integrating investment management with tax strategy, insurance planning, estate & legacy, retirement, education, cash-flow, and business planning for individuals and families, including corporate executives and business owners. The firm is Schwab-custodied, and its office doubles as Buttonwood Art Space, a community art gallery supporting local artists and charitable causes.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
VINCENT IAN PASTORINO
LEAD ADVISOR, Senior Advisor
- CRD
- #3006269
- Ownership
- 10% but less than 25%
JON MICHAEL MCGRAW
Chief Compliance Officer, Partner, President
- CRD
- #2056654
- Ownership
- Less than 5%
Alpha meridian
Beacon capital
- CRD
- #75660
- Ownership
- 43.2%
Showing 2 of 3 owners & executives
Unlock allContacts
Danielle Marie Brown
Financial Planner
- CRD
- #6578841
Carlos Eduardo Carriedo Samaniego
--
- CRD
- #6564965
Focus quantum
Alpha peak
- CRD
- #71324
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $506,856,679 | $353,703 |
| Non-Discretionary | $152,608,351 | $1,090,060 |
| Total | $659,465,030 | $419,240 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $659,465,030
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $327,467,575 | 10.3% |
| Equity - Exchange | $213,012,889 | 6.7% |
| Municipal Bonds | $540,480,464 | 17.0% |
| Cash | $724,879,681 | 22.8% |
| U.S. Government/Agency | $492,791,011 | 15.5% |
| Equity - OTC | $155,785,545 | 4.9% |
| Other | $724,879,680 | 22.8% |
| Total | $3,179,296,845 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX CREST DELTA | ELEMENT EMBER | CK9GINPX4 | PLMUA | 12.04% | $89,163,467 |
| HARBOR ALPHA RIDGE | DELTA LEGACY | MMCSFAPKP | QYV | 8.10% | $104,664,291 |
| PRIME GLACIER | EAGLE FUSION | RWKQ3E3JN | FIG | 1.37% | $38,440,478 |
| OAK FOUNDATION FOUNDATION | CATALYST FUSION | MG90LM8MC | SRIE | 7.26% | $80,586,029 |
| GLACIER ALPHA | CREST RIDGE | 1UH6DXYTF | ZLI | 8.70% | $42,577,234 |
| PIONEER VECTOR | VERTEX DELTA | I1AB89HYV | CLU | 9.96% | $25,194,890 |
| FOUNDATION BRIDGE EAGLE | ALPHA SIGNAL | 7TLQ1JOTP | MIP | 4.97% | $105,896,961 |
| VECTOR ALPHA | NORTH WAVE | ZHX90TW5O | ZBI | 9.51% | $86,008,769 |