Butler Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$154,662,250
Total clients
62
71% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
31
Average account size
$2,494,552
About
Butler Financial Services, Inc. provides investment management along with wealth management and ad hoc financial consulting to individuals, families, trusts, corporations, profit-sharing plan participants, and charitable organizations. As of December 31, 2025 the firm reported approximately $154.6 million in assets under management across about 62 client relationships.
The firm implements written investment policy statements and centers portfolios on asset allocation informed by Modern Portfolio Theory, combining index-tracking funds with active selection of individual stocks and bonds and using fundamental analysis to seek modest excess returns. While generally keeping trading to a minimum and using stop-sells for risk control, the firm also employs tactical short-term trades and — unusually for peers — may use derivatives and option strategies within separately managed accounts for risk management and client-specific needs.
Noteworthy features include family-office–style services such as budget/expense tracking and monitoring of real estate and private investments in addition to investment management, and a fee-only compensation model with no commission-based sales. The firm reports most assets managed on a discretionary basis (~$151.3 million), has a CFA® charterholder on staff, and does not take custody of client assets.
Client services
Expertise
Fee options
Flat or fixed fees possible for investment management and wealth management services; specific setup fee for budget counseling.
$0 - $3 million: 1.00% annually $3 million+: 0.75% annually
$325 per hour for financial consulting services.
Fee-only: Investment management fees; no commissions received; fee-only advisor.
Main office location
Butler Financial Services
1001 Bannock St., Suite 212
Denver CO 80204, United States
Number of offices
1
Most active in
California · Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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