# Buttonwood Financial Advisors

Buttonwood Financial Advisors is a Bank / Wealth / Trust based in Baltimore, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Baltimore, United States
- **Region:** North America
- **Address:** Baltimore, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** cagwm.com
- **LinkedIn:** https://www.linkedin.com/company/buttonwoodfa

## Regulatory record

- **CRD number:** 144926
- **SEC file number:** 801-118433
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-07T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144926

## About

Buttonwood Financial Advisors was established in 2008 as a US-based wealth manager. The firm supplies portfolio management, investment management, and financial planning services. It serves individuals, high-net-worth individuals, and corporations from its Baltimore base. No dated operational events from the last 24 months appear in available records. No additional offices or team size data are recorded.

## Questions

### Who runs investment decisions at Buttonwood Financial Advisors?

No named principals or investment decision makers are disclosed in available records.

### What services does Buttonwood Financial Advisors provide?

The firm provides portfolio management, investment management, and financial planning to individuals, high-net-worth individuals, and corporations.

## Related profiles

- [Button Capital](https://altss.com/profile/button-capital)
- [Buxton Private Wealth](https://altss.com/profile/buxton-private-wealth)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/buttonwood-financial-advisors

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