Butler-Davis Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$44,083
Total clients
3
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$14,694
About
Butler-Davis Financial Group, LLC provides asset management, financial planning and retirement-plan services to individual investors, retirement plan sponsors and plan participants, and also works with institutional plan assets. Its investment recommendations generally focus on mutual funds and ETFs as building blocks for diversified portfolios and include guidance on rollovers and retirement distributions.
The firm follows a value-oriented, primarily long-term investment approach while employing tactical and strategic asset-allocation techniques and written investment policy statements; it monitors accounts and delivers periodic performance reports. For retirement plans it offers both fiduciary consulting (investment policy development, due diligence, benchmarking and participant education) and discretionary fiduciary management consistent with ERISA standards.
Noteworthy distinctions include an affiliation with Butler-Davis Tax & Accounting LLC (the firm’s managing member serves as that company’s chief operating officer), a relationship that results in referrals for accounting and tax services and is disclosed as a potential conflict of interest. The firm also regularly offers educational seminars and workshops and relies on a third-party sub-adviser for discretionary portfolio management and back-office support while sharing a portion of advisory fees for those services; Butler-Davis Financial Group is newly registered (June 2022).
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement plans for business owners (SEP, solo 401k)
General tax planning
Wealth management
Fee options
$0 - $49,999: 1.75% $50,000 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
$250 per hour for financial planning services for non-asset management clients
Minimum fee: Minimum fee generally charged for financial planning services provided on an hourly basis is $250 Fee-only: Financial planning services for non-asset management clients charged at $250 per hour
Main office location
Butler-Davis Financial Group, LLC
1123 Elm St Ne
Covington GA 30014, United States
Number of offices
1
Most active in
Butler-Davis Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Quick links
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