Kutscher Benner Barsness & Stevens, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Seattle, WA. Its latest Form ADV filing, dated January 29, 2026, reports $628M in regulatory assets under management, 7 employees, 7 offices, and 685 accounts.
Assets Under Management
$628M
Employees
7
Offices
7 offices
Total Clients
185
Primary office
SEATTLE, WA
1201 WESTERN AVE, SUITE 600, SEATTLE, WA, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.7% of total clients.
Top client categories% of clientsClients
1
HNWI
69.7%
129
2
Individuals
27.6%
51
3
Charitable
2.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$628Mas of January 29, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$628M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$628M
Total Accounts685
10Y AUM Change+$341M (+118.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee26:1
10Y Employee Change-2 (-22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.