Sign in Sign up for free

Michael J. Butkus & Company (Omaha)


Michael J. Butkus & Company is a large advisory firm based in Omaha. It manages $42.16 million of regulatory assets for 203 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Iowa and Nebraska.




Michael J. Butkus & Company provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Michael J. Butkus & Company: assets under management

The assets under management (AUM) of Michael J. Butkus & Company is $42.16 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts and $12.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $361.45 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $101.34 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Michael J. Butkus & Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Omaha

The principal office where Michael J. Butkus & Company performs its advisory services is located at 6401 Pacific Street, Omaha, NE 68106, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 402-558-7774 or by fax 402-558-7624. The normal business hours are 8:30-5:00 on Monday - Friday.


Registered investment advisers similar to Michael J. Butkus & Company