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BUTLER FINANCIAL SERVICES, LTD.

Advisory

WESTLAKE VILLAGE, CA

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in CA

#3,553

of 5,480 advisers by AUM

Average account

$405K

across 112 accounts

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients63

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

63 clients

The full client-type breakdown and the share of AUM each category represents.

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