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| Keyboard |
| Kutscher Benner Barsness & Stevens Inc
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|---|---|
| CRD # | 107475 |
| SEC # | 801-49160 |
| CIK # | |
| AUM | 627.8 M (2026-01-29) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 206-462-6100 |
| Address | 1201 Western Ave, Suite 600 Seattle, WA 98101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 23.1 |
| (b) Individuals (high net worth individuals) | 129 | 589.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 14.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 685 | 627.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 685 | 627.8 |
| Total | 685 | 627.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 624.7 | |
| Total | 685 | 627.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bellatore Financial Inc
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|
TX | 638.7 M |
|
Colorado Capital Management Inc
✚
|
CO | 638.4 M |
|
Hilltop Wealth Advisors LLC
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NC | 635.5 M |
|
Smart Wealth LLC
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|
NE | 632.3 M |
|
Sage Capital Advisors LLC
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SD | 629.8 M |
|
Sovereign Wealth Advisors LLC
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|
TX | 625.1 M |
|
Hapanowicz & Associates Financial Services Inc
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|
PA | 622.3 M |
|
Capital Planning LLC
✚
|
WA | 617.7 M |
|
Clear Wave Wealth Management LLC
✚
|
NJ | 617.0 M |
|
West Wealth Group LLC
✚
|
CA | 616.7 M |