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BUTTONWOOD FINANCIAL ADVISORS, INC.

BALTIMORE, MD · CRD 144926 · IAPD ↗ · buttonwoodfa.com · 410-988-2391

$483.2MRegulatory AUM
5Advisory reps
8Employees
4Clients
51-100Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — BUTTONWOOD FINANCIAL ADVISORS, INC. reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
February 2025 — BUTTONWOOD FINANCIAL ADVISORS, INC. reported RAUM up 28% ($308.1M -> $393.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — BUTTONWOOD FINANCIAL ADVISORS, INC. reported RAUM up 52% ($203.2M -> $308.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.