The Butler Group LLC
RIAState Registered
Total AUM
$21.9M
Discretionary
$21.9M
100% of AUM
Avg account
$1.5M
Accounts
15
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 131814
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI95.92%
- Individuals4.08%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
The Butler Group LLC is an independent, individually owned RIA that serves primarily individual and family clients. Its advisory scope centers on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm operates as a capital allocator and charges a mix of fees (percentage of AUM, hourly and fixed fees, plus other arrangements). FINTRX flags that it is not an active ESG investor and it does not describe a multi‑state footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Other25%
- Cash & Cash Equivalents18%
- US Government Bonds8%
- Investment Grade Corp Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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