Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$473K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
JACK V. BUTTERFIELD INVESTMENT COMPANY
DBA names
J.v.b. Investment Company
Economics
AUM trajectory
'25'26
$130.4M → $157.6M▲ +21%
Client mix
| Individuals Other | 190 |
| Individuals High Net Worth | 18 |
Operations
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Custodian & Brokerage
Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Filings
Latest ADV filing
02/12/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
BUTTERFIELD, JOHN CLARK
Control Persons
BUTTERFIELD, JOHN CLARK
BUTTERFIELD, BENJAMIN RYAN
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain Creation Date
1998-08-14T04:00:00Z
Rdap Registrar
GoDaddy.com, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Form 5500 Total Participants
8
Form 5500 Total Compensation
27,642
Form 5500 Compensation Trajectory 3y
Form 5500 Plan Count Trajectory 3y
Schedule C Total Compensation
27,642
Schedule C Service Provider Rows
2
Local market & wealth
Rank targets by how wealthy the local market is
Soi High Wealth Score
0.2164
Soi Zip Pct 200k Plus
0.0457
Soi Zip Returns 200k Plus
880
Soi Zip Total AGI
1,415,854
Fdic Zip Total Deposits
18,065,750,000
Fdic Zip Top Banks
Flagstar Bank, FSB
Comerica Bank
Compliance & brand
Firm Registration Status
active
All other collected signals (24)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
City Bank and Trust CompanyJackson, MI
Republic BankJackson, MI
Fdic Zip Top Bank Share Pct
39.54
Rdap Domain Expiration Date
2026-08-13T04:00:00Z
Rdap Domain Last Changed
2025-05-23T23:18:01Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Total Business Income
30,490
Soi Zip Total Cap Gains
65,219
Soi Zip Total Dividends
26,845
Soi Zip Total Returns
19,270
Trust Company Affiliate
No
