BUTLER & CO., INC.

Overview

Butler & Co, Inc. is an independent registered investment adviser operating as a small, client-focused wealth manager and insurance broker. The firm serves individual and family clients and positions itself as a capital allocator, directing client capital into both public market securities and third‑party alternative managers. Advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, pension consulting work, and the selection of outside advisers. Fee arrangements combine a percentage-of-AUM model with hourly billing for certain services. Filings indicate the firm manages its client relationships largely on a non-discretionary basis and does not present as an active ESG investor. Investment emphasis is on equities: exchange‑traded investments account for the vast majority of assets under management. Butler & Co also integrates insurance solutions alongside its advisory work and uses external managers when allocating to non‑traditional asset classes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices