KUTSCHER BENNER BARSNESS & STEVENS, INC.
Adviser information for KUTSCHER BENNER BARSNESS & STEVENS, INC. last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 669 | $513.2M |
| Total | 669 | $513.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 61 | $29.4M |
| HNW Individuals | 112 | $475.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 3 | $8.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-49160 |
|---|---|
| SEC ERA File Number | 801-49160 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 107475 |
| Legal Entity Identifier | None |
Principal Office
705 SECOND AVENUE, SUITE 800SEATTLE
WA
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 206-462-6100, Fax: 206-382-4412
Chief Compliance Officer
CAMERON BARSNESS
PRINCIPAL
705 SECOND AVENUE, SUITE 800
SEATTLE
WA
United States
Tel:
206-462-6100
Fax:
206-382-4412
C********@****************M
(Full email address available in API data)
Regulatory Contact
GIANNA GIUSTI
PLANNER
705 SECOND AVENUE, SUITE 800
SEATTLE
WA
United States
Tel:
206-462-6100
Fax:
206-382-4412
G******@****************M
(Full email address available in API data)
Industry Affiliates
| KHBB LAW PLLC | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BENNER, SCOTT, DOUGLAS | Individual | – | PRINCIPAL | 04/2006 | 25-50% |
| BARSNESS, CAMERON, JAMAR | Individual | – | PRINCIPAL & CHIEF COMPLIANCE OFFICER | 01/2015 | 25-50% |
| STEVENS, RYAN, VICTOR | Individual | – | PRINCIPAL | 01/2015 | 25-50% |