BUTLER-DAVIS FINANCIAL GROUP, LLC

RIASEC Registered

Total AUM

$44.1K

Discretionary

$44.1K

100% of AUM

Avg account

$14.7K

Accounts

Employees

Advisory reps

Firm details

Headquarters: COVINGTON, Georgia
CRD number: 320825
Custodians: TD AMERITRADE, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Butler Davis Financial Group, LLC operates as an independent registered investment advisor (RIA) with a focus on providing financial planning and portfolio management services. The firm caters primarily to individual and family clients, offering a range of advisory activities that include portfolio management for both individuals and small businesses, as well as pension consulting services. The firm is structured as a limited liability company and is owned by an individual. While Butler Davis Financial Group does not actively pursue ESG investments, it engages in a variety of financial activities, including educational seminars and workshops.