Butler Financial Services

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Client assets under management

$154,662,250

Clients

71% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$2,494,552

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

Financial planning Portfolio management Wealth management

Expertise

Wealth management Passive / index investing Active portfolio management Options & derivatives strategies Real estate investing

Fee options

Fixed

Flat or fixed fees possible for investment management and wealth management services; specific setup fee for budget counseling.

Percentage

$0 - $3 million: 1.00% annually $3 million+: 0.75% annually

Project-based

$325 per hour for financial consulting services.

Other

Fee-only: Investment management fees; no commissions received; fee-only advisor.

Main office location

Butler Financial Services

1001 Bannock St., Suite 212

Denver CO 80204, United States

Number of offices

Most active in

California · Colorado · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 303-444-3380

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.

Wealth management Passive / index investing Active portfolio management Options & derivatives strategies Real estate investing

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.

Wealth management Passive / index investing Active portfolio management Options & derivatives strategies Real estate investing

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