BUTLER FINANCIAL SERVICES, LTD.

Overview

Butler Financial Services, Ltd. is an independent registered investment adviser focused on serving individuals and families, with a client mix that includes small-business relationships. The firm combines traditional financial planning and portfolio management with complementary business services — it also operates as a real estate broker and provides accounting services. Fee arrangements are flexible and include a percentage-of-AUM model plus the option for hourly or fixed-fee engagements. Investment activity tilts strongly toward publicly traded equities, and the adviser is not positioned as an active ESG investor. Investment approach emphasizes liquid equity exposures as the core of client portfolios, supplemented by mutual funds and selective allocations to alternative strategies. All reported assets are managed on a discretionary basis, which suggests the firm implements agreed portfolio strategies without seeking client direction on each trade. Given the dual lines of business in real estate and accounting, the firm appears set up to coordinate portfolio, tax and property considerations for clients who have both financial and real-estate holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices