Buttonwood Financial Group, Llc
- Regulatory AUM
- $659M
- Discretionary
- $507M
- Clients
- 429
- Avg AUM / client
- $1.5M
- Accounts
- 1,573
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 315 | $304M | 46.0% |
| High net worth individuals | 21 | $194M | 29.4% |
| Pension and profit sharing plans | 79 | $37.9M | 5.74% |
| Charitable organizations | 5 | $8.2M | 1.24% |
| Corporations and other businesses | 9 | $116M | 17.6% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jon Michael Mcgraw | Trustee | Jan 2002 (25y) | ≈ 56.25% – 100% via Mcgraw Jt Revocable Trust | |
| Vincent Ian Pastorino | Lead Advisor, Llc Member, Llc Vice Chairman | Jun 2011 (15y) | 10% – 25% | |
| Mitchell Lane Smith | Llc Member | CFP | Jul 2020 (6y) | 5% – 10% |
| Kyle Edwin Hogan | Llc Member | CFP | Jul 2021 (5y) | 5% – 10% |
| Layne, Macy, Marie | Llc Member | Jul 2022 (4y) | Less than 5% | |
| Morgan, Jacqueline, Ann | Coo | Dec 2023 (3y) | Less than 5% | |
| Carlos Eduardo Carriedo Samaniego | Registered representative | Dec 2023 (3y) | ||
| Rachael Michelle Graf | Registered representative | CFP | Jun 2024 (2y) | |
| Danielle Marie Brown | Registered representative | CFP | Jun 2024 (2y) | |
| Mitchell Ian Gasbarro | Registered representative | CFP | Nov 2024 (2y) | |
| Kaden Hayes Ludlow | Registered representative | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mcgraw Jt Revocable Trust | Llc Member | Nov 2004 | A | 75% or more |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jon Michael Mcgraw: 75% – 100% of Mcgraw Jt Revocable Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $587M (89% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗