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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

J.V.B. INVESTMENT COMPANY

JACK V. BUTTERFIELD INVESTMENT COMPANY, CRD 3998

JACKSON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3c72abc8-eace-ac26-9130-2e351471b549

Data as of Feb 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 0
Observed: Apr 3, 2025 to Feb 12, 2026
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=8.0
Regulatory AUM: $158MItem 5.F on the latest filing (2026-02-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $158MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $31.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 208
Individual clients: 190
High net worth clients: 18
SEC number: 801-132181
CRD: 3998
Filings on the tape: 5
First filed: Apr 3, 2025
Latest filed: Feb 12, 2026
Organised: Corporation, MI
Website: jvbco.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN CLARK BUTTERFIELD	n/a	JACKSON, MI	16	46	n/a	yes
TIMOTHY MARK THAYER	n/a	JACKSON, MI	16	42	n/a	yes
JASON JOHN BUTTERFIELD	Certified Financial Planner	JACKSON, MI	15	19	n/a	yes
JOHN JAMES CROSS	n/a	JACKSON, MI	9	36	1	yes
NICHOLAS JACOB BUTTERFIELD	n/a	JACKSON, MI	8	13	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BUTTERFIELD, BENJAMIN RYAN	Owner	B	yes	12/2016	Feb 12, 2026	Feb 12, 2026
BUTTERFIELD, JASON JOHN	Owner	B	yes	12/2016	Feb 12, 2026	Feb 12, 2026
BUTTERFIELD, JOHN CLARK	President	D	yes	12/1983	Feb 12, 2026	Feb 12, 2026
BUTTERFIELD, NICHOLAS JACOB	Owner	B	yes	12/2016	Feb 12, 2026	Feb 12, 2026
THAYER, TIMOTHY MARK	VICE PRESIDENT/PRINCIPAL	Na	yes	08/2000	Feb 12, 2026	Feb 12, 2026
BUTTERFIELD, TYLER CLARK	Owner	Na	no	12/2016	Feb 12, 2026	Feb 12, 2026
CAVENDER, DAVID MICHAEL	CHIEF COMPLIANCE OFFICER	Na	no	01/2025	Feb 12, 2026	Feb 12, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 12, 2026	$158M	$0	9	5	0	n/a	n/a
2024	Apr 3, 2025	$130M	$0	9	5	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$158M	$130M	20.9%	n/a	n/a	9	9	0	0

Relationships

Controls (5)

← BUTTERFIELD, BENJAMIN RYANOwnerOWNER, ownership code B, individual
Feb 12, 2026 to presentfactForm ADV
← BUTTERFIELD, JOHN CLARKOwnerPRESIDENT, ownership code D, individual
Feb 12, 2026 to presentfactForm ADV
← BUTTERFIELD, JASON JOHNOwnerOWNER, ownership code B, individual
Feb 12, 2026 to presentfactForm ADV
← THAYER, TIMOTHY MARKOwnerVICE PRESIDENT/PRINCIPAL, ownership code NA, individual
Feb 12, 2026 to presentfactForm ADV
← BUTTERFIELD, NICHOLAS JACOBOwnerOWNER, ownership code B, individual
Feb 12, 2026 to presentfactForm ADV

Owns (2)

← BUTTERFIELD, TYLER CLARKOwnerOWNER, ownership code NA, individual
Feb 12, 2026 to presentfactForm ADV
← CAVENDER, DAVID MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 12, 2026 to presentfactForm ADV

Registered with (5)

← NICHOLAS JACOB BUTTERFIELDAdvisorregistration: current employment
Sep 27, 2017 to presentfactForm ADV
← JOHN JAMES CROSSAdvisorregistration: current employment
Sep 8, 2017 to presentfactForm ADV
← JASON JOHN BUTTERFIELDAdvisorregistration: current employment
Dec 22, 2010 to presentfactForm ADV
← TIMOTHY MARK THAYERAdvisorregistration: current employment
Jun 16, 2010 to presentfactForm ADV
← JOHN CLARK BUTTERFIELDAdvisorregistration: current employment
Jun 4, 2010 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3c72abc8-eace-ac26-9130-2e351471b549
First observed: Apr 3, 2025
Last observed: Feb 12, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

J.V.B. INVESTMENT COMPANY

JACK V. BUTTERFIELD INVESTMENT COMPANY, CRD 3998

JACKSON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3c72abc8-eace-ac26-9130-2e351471b549

Data as of Feb 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN CLARK BUTTERFIELD

n/a

JACKSON, MI

n/a

yes

TIMOTHY MARK THAYER

n/a

JACKSON, MI

n/a

yes

JASON JOHN BUTTERFIELD

Certified Financial Planner

JACKSON, MI

n/a

yes

JOHN JAMES CROSS

n/a

JACKSON, MI

yes

NICHOLAS JACOB BUTTERFIELD

n/a

JACKSON, MI

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUTTERFIELD, BENJAMIN RYAN

Owner

yes

12/2016

Feb 12, 2026

BUTTERFIELD, JASON JOHN

Owner

yes

12/2016

Feb 12, 2026

BUTTERFIELD, JOHN CLARK

President

yes

12/1983

Feb 12, 2026

BUTTERFIELD, NICHOLAS JACOB

Owner

yes

12/2016

Feb 12, 2026

THAYER, TIMOTHY MARK

VICE PRESIDENT/PRINCIPAL

yes

08/2000

Feb 12, 2026

BUTTERFIELD, TYLER CLARK

Owner

12/2016

Feb 12, 2026

CAVENDER, DAVID MICHAEL

CHIEF COMPLIANCE OFFICER

01/2025

Feb 12, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 12, 2026

$158M

n/a

2024

Apr 3, 2025

$130M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$158M

$130M

20.9%

n/a