Jack V. Butterfield Investment provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Jack V. Butterfield Investment reports 208 clients. They include 190 individual clients and 18 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $158M across 208 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 91% | 53% |
| High-net-worth individuals | 9% | 47% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 190 | $83.4M | 52.9% | $439K |
| High-net-worth individuals | 18 | $74.2M | 47.1% | $4.12M |
| Total | 208 | $158M | 100% | $758K |
- Clients
- 190
- Regulatory AUM
- $83.4M
- AUM share
- 52.9%
- Avg. per client
- $439K
- Clients
- 18
- Regulatory AUM
- $74.2M
- AUM share
- 47.1%
- Avg. per client
- $4.12M
Total
- Clients
- 208
- Regulatory AUM
- $158M
- AUM share
- 100%
- Avg. per client
- $758K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Jack V. Butterfield Investment is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
John Clark Butterfield owns 50% to 75% of Jack V. Butterfield Investment. The leadership team of Jack V. Butterfield Investment includes President John Clark Butterfield and Chief Compliance Officer David Michael Cavender. It has 9 employees, 5 of them in advisory roles.
Leadership
John Clark ButterfieldPresident- Timothy Mark ThayerVice President/Principal
David Michael CavenderChief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 5 in advisory functions
- 5 state-registered reps
- 8 broker-dealer reps
- 3 insurance agents
- Owns 50% to 75% of Jack V. Butterfield Investment Company
John Clark Butterfield
Control person · since December 1983
- Owns 10% to 25% of Jack V. Butterfield Investment Company
Jason John Butterfield
Control person · since December 2016
- Owns 10% to 25% of Jack V. Butterfield Investment Company
Benjamin Ryan Butterfield
Control person · since December 2016
- Owns 10% to 25% of Jack V. Butterfield Investment Company
Nicholas Jacob Butterfield
Control person · since December 2016
Jack V. Butterfield Investment’s regulatory assets grew from $130M (July 2025) to $158M (February 2026); clients fell from 298 to 208 and employees were 9 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $158M | 208 | 9 | 1 |
| July 2025 | $130M | 298 | 9 | 1 |
Besides its headquarters, Jack V. Butterfield Investment has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 100 S. Jackson, Suite 100, JacksonHQ
Other business names
Jack V. Butterfield Investment has reported 2 other business names to the SEC.
- J.V.B. Investment Co.
- J.V.B. Investments
Contact and registration details
- Legal name
- Jack V. Butterfield Investment Company
- Headquarters
- 100 S. Jackson, Suite 100, Jackson, MI 49201
- Website
- jvbco.com
- Phone
- 517-787-2430
- SEC file
- 801-132181
- Structure
- Michigan corporation
- Fiscal year end
- December
Jack V. Butterfield Investment uses RBC Capital Markets ($158M) as custodian for its separately managed accounts. Jack V. Butterfield Investment does not have custody of client assets.
- RBC Capital MarketsRBC Capital Markets, LLC · Minneapolis, MN · $158M100%
At year end, Jack V. Butterfield Investment’s separately managed accounts were mostly in stocks (60%) and funds (27%).
What the accounts hold
- Stocks60%
- Funds27%
- Bonds6%
- U.S. government and agency bonds4%
- Investment grade corporate bonds2%
- Cash7%
How many clients does Jack V. Butterfield Investment have?
Jack V. Butterfield Investment has 208 clients and manages $158 million for them, as of February 2026. They include 190 individual clients and 18 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 February 2026
What services does Jack V. Butterfield Investment offer?
Jack V. Butterfield Investment provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Jack V. Butterfield Investment use?
Jack V. Butterfield Investment’s separately managed account assets are held at RBC Capital Markets, LLC (Minneapolis, MN), with $158M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 February 2026
How many financial advisors does Jack V. Butterfield Investment have?
Jack V. Butterfield Investment has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jack V. Butterfield Investment invest in?
At the end of its last fiscal year, Jack V. Butterfield Investment’s separately managed accounts held 60% exchange-traded equities, 27% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 4% U.S. government and agency bonds and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jack V. Butterfield Investment?
Jack V. Butterfield Investment’s direct owners are John Clark Butterfield (50% to 75%), Jason John Butterfield (10% to 25%), Benjamin Ryan Butterfield (10% to 25%) and Nicholas Jacob Butterfield (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 12 February 2026
How does Jack V. Butterfield Investment get paid?
Jack V. Butterfield Investment is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Jack V. Butterfield Investment registered with the SEC?
Yes, Jack V. Butterfield Investment has been registered with the SEC as an investment adviser since 19 March 2025. Its CRD number is 3998 and its SEC file number is 801-132181.
Source: Form ADV Part 1A, Item 1, filed 12 February 2026; IAPD firm record
How do I contact Jack V. Butterfield Investment?
Jack V. Butterfield Investment’s main office is at 100 S. Jackson, Suite 100, Jackson, MI 49201. Its phone number is 517-787-2430. Its website is jvbco.com.