Butler Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Butler Financial Services, Inc. provides investment management along with wealth management and ad hoc financial consulting to individuals, families, trusts, corporations, profit-sharing plan participants, and charitable organizations. As of December 31, 2025 the firm reported approximately $154.6 million in assets under management across about 62 client relationships.
The firm implements written investment policy statements and centers portfolios on asset allocation informed by Modern Portfolio Theory, combining index-tracking funds with active selection of individual stocks and bonds and using fundamental analysis to seek modest excess returns. While generally keeping trading to a minimum and using stop-sells for risk control, the firm also employs tactical short-term trades and — unusually for peers — may use derivatives and option strategies within separately managed accounts for risk management and client-specific needs.
Noteworthy features include family-office–style services such as budget/expense tracking and monitoring of real estate and private investments in addition to investment management, and a fee-only compensation model with no commission-based sales. The firm reports most assets managed on a discretionary basis (~$151.3 million), has a CFA® charterholder on staff, and does not take custody of client assets.
Client services
Expertise
Fee options
Flat or fixed fees possible for investment management and wealth management services; specific setup fee for budget counseling.
$0 - $3 million: 1.00% annually $3 million+: 0.75% annually
$325 per hour for financial consulting services.
Fee-only: Investment management fees; no commissions received; fee-only advisor.
Main office
1001 Bannock St., Suite 212
Denver CO 80204
Advisors at this office
2
Most active in
California · Colorado · Texas
Also doing business as
Butler Financial Services · Butler Financial Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Mikyo B
CFA®, Series 65
Denver, CO
Butler Financial Services
Mikyo Butler is a CFA charterholder and holds a Series 65 license with 12 years of industry experience. She has been with Butler Financial Services in Denver, CO since 2013. Butler Financial Services is a fee-only registered investment adviser managing approximately $135.6 million for individuals, families, trusts, corporations, profit-sharing plans, and charitable organizations. The firm focuses on discretionary investment management using asset allocation based on Modern Portfolio Theory, combining fundamental analysis with passive and selective active strategies, and employs tactical risk-management tools including derivatives.
Mark B
Series 63, Series 66
Denver, CO
Butler Financial Services
Mark Butler is a financial advisor at Butler Financial Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Butler Financial Services since 2002. Butler Financial Services is a fee-only registered investment adviser managing approximately $135.6 million for individuals, families, trusts, corporations, profit-sharing plans, and charitable organizations. The firm focuses on discretionary investment management supported by wealth-management services and financial consulting, using a combination of fundamental analysis, passive index exposures, and selective active security selection, including tactical risk-management strategies involving derivatives.
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