Data / Investment advisers / Missouri / Buttonwood Financial Group, LLC
Buttonwood Financial Group, LLC, Kansas City, MO: $659 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Buttonwood Financial Group, LLC is an SEC registered investment adviser with its main office in Kansas City, Missouri and reports $659 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Buttonwood Financial Group, LLC (CRD number 151164): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 151164
- SEC file number
- 801-70536
- SEC status
- Approved, effective August 24, 2009
- Main office
- 3013 Main Street, Kansas City, MO 64108
- Phone
- (816) 285-9000
- Regulatory AUM
- $659,465,030 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $506,856,679
- Non discretionary AUM
- $152,608,351
- Accounts
- 1,573
- Employees
- 12, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- Reported: civil court actions
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 315 | $303.6 million |
| High net worth individuals | 21 | $194 million |
| Corporations or other businesses | 9 | $115.9 million |
| Pension and profit sharing plans | 79 | $37.9 million |
| Charitable organizations | 5 | $8.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $659.5 million | March 31, 2026 |
| December 1, 2025 | $696.8 million | August 22, 2025 |
Other advisers in Kansas City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| American Century Investments Private Client Group, Inc. | Kansas City | $2.33 billion | Not listed | adviserinfo.sec.gov |
| Atwood & Palmer, Inc. | Kansas City | $2.04 billion | Not listed | adviserinfo.sec.gov |
| Platform Investments, LLC | Kansas City | $1.66 billion | 28 | adviserinfo.sec.gov |
| Pandi, LLC | Kansas City | $1.38 billion | Not listed | adviserinfo.sec.gov |
| Nuance Investments, LLC | Kansas City | $984.3 million | Not listed | adviserinfo.sec.gov |
| Ninth Avenue Capital, LP | Kansas City | $536 million | 1 | adviserinfo.sec.gov |
| Sarver Vrooman Wealth Advisors LLC | Kansas City | $452.2 million | Not listed | adviserinfo.sec.gov |
| Waterequity LLC | Kansas City | $450.2 million | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Kansas City, MO
- Investment advisers in Missouri
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Buttonwood Financial Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.