SourcingSourcing

BUTLER FINANCIAL SERVICES, INC.

B53
CRD 118244·SEC 801-121286·DENVER, CO
AUM
$154.7M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$464K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BUTLER FINANCIAL SERVICES, INC.
CRD
118244
SEC file #
801-121286
EIN
—
DBA names
Butler Financial Services

Economics

AUM
$154.7M
AUM band
$100M-$500M
AUM trajectory
'22'26
$116.1M → $154.7M▲ +33%
Client mix
Individuals High Net Worth44
Individuals Other18

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
butler-financial.org

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BUTLER, MARK, ANDREW
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BUTLER, MARK, ANDREW
BUTLER, MIKYO
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
butler-financial.org
Rdap Domain Creation Date
2006-11-26T17:19:33.773Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Name.com, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2026-11-26T17:19:33.773Z
Rdap Domain Last Changed
2025-11-02T16:14:31.876Z
Rdap Nameservers
Ns1dhq.name.comNs2fhn.name.comNs3jkl.name.comNs4cjp.name.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2546385
Trust Company Affiliate
No

People (2)

2
BUTLER, MIKYO
IAR · Direct Owner · 62.5%
6242419
BUTLER, MARK, ANDREW
IAR · Direct Owner · 62.5%
2546385