Adviser and broker representative · Buttonwood Capital Management (Bcm)
Phillip T. Wiltfong
CRD 7738985 · Scottsdale, AZ
At a glance
Phillip T. Wiltfong is an investment adviser representative with Buttonwood Capital Management (Bcm) in Scottsdale, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Phillip’s SEC record dates to 2025, about 1 years ago. Phillip is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Buttonwood Capital Management (Bcm)Since February 2025Scottsdale, AZ · $381M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Phillip’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.