$317.1M Total AUM
$294.4M Disc. AUM
4.9% 3Y CAGR
9 Employees
234 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Security Benefit
- Clients
- Retail and Institutional
- Platforms
- Capital beaconFocus oak +more
- Established Date
- 10-15-2013
- Office Locations
- 1
Office Locations
370 West Center Street Orem UT
About Blue Barn Wealth
Blue Barn Wealth is a Utah-based, fee-only fiduciary RIA offering financial planning and investment management, including tax-saving strategies, retirement projections, and charitable giving guidance. It serves individuals, entrepreneurs, and business owners and emphasizes low-cost investments tailored to client goals. The firm is led by PhD and CFP professionals and custodies assets at Charles Schwab.
Team overview
-- AVG AGE
$52.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
3.1 yrs AVG TENURE
9 Employees
6 Advisory Reps
6 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Signal Prime harbor Oak timber Unison Momentum harbor Wave zenith Element horizon Summit pathway Capital
Client Personas
Prime Glacier
Custodian
Crest Bridge Momentum focus Foundation Zenith Pioneer bridge Vector pathway Fusion
Investment Themes
Eagle timber Vital North vertex Insight Harbor
Investment Vehicles
Timber Foundation fusion
Services
Radial Glacier Alpha Fusion insight Catalyst value Catalyst Optima Quantum Ridge atlas Vertex Crest oak
Technology
Bridge Wave Element beacon Quantum capital
Owner & Executives
Jeffrey Todd Brimhall
Managing Partner
- CRD
- #5973171
- Ownership
- Less than 5%
(853) 813-8922
frontier.legacy@quantumcapital.com
in linkedin.com/in/crest-north
Showing 1 of 1 owners & executives
Unlock allContacts
Justin Kordell Ericksen
Associate Advisor
- CRD
- #7678097
(597) 705-4265
zenith.north@focuscapital.com
in linkedin.com/in/harbor-fusion
SCOTT HUNTER GARBUTT
--
- CRD
- #852029
(316) 856-1221
foundation.focus@vertexcapital.com
in linkedin.com/in/foundation-zenith
H
Horizon bridge
Prime north
- CRD
- #40016
(542) 796-5678
capital.optima@peakcapital.com
in linkedin.com/in/alpha-capital
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $294,421,523 | $436,827 |
| Non-Discretionary | $22,645,557 | $3,235,080 |
| Total | $317,067,080 | $465,590 |
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Separately Managed Accounts
Total SMA Asset: $317,067,080
Other:
8.6% Public Funds:
16.2% Equity - Exchange:
19.4% Cash:
5.8% Equity - OTC:
6.8% Corporate - Investment Grade:
20.8% Derivatives:
13.7% Other:
8.7% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $677,412,568 | 8.6% |
| Public Funds | $1,276,056,232 | 16.2% |
| Equity - Exchange | $1,528,116,722 | 19.4% |
| Cash | $456,859,639 | 5.8% |
| Equity - OTC | $535,628,542 | 6.8% |
| Corporate - Investment Grade | $1,638,393,187 | 20.8% |
| Derivatives | $1,079,133,974 | 13.7% |
| Other | $685,289,457 | 8.7% |
| Total | $7,876,890,321 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST RADIAL | CAPITAL DELTA | Q528EXXGN | VPI | 2.79% | $103,439,357 |
| UNISON PRIME | FOCUS NORTH | OA301NH96 | DHTXH | 6.56% | $103,792,678 |
| PATHWAY FOCUS | CATALYST BEACON | J795OHJW8 | ABLZ | 1.95% | $89,696,483 |
| RIDGE UNISON | RADIAL FOUNDATION | L18N57GO0 | PQSIF | 10.55% | $55,435,466 |
| INSIGHT VECTOR | EMBER CAPITAL | C7P70Z99V | DGJCJ | 5.60% | $7,140,236 |
| FUSION NORTH | GLACIER WAVE | 9F78IB7VD | OGWPN | 12.09% | $91,932,922 |
| LEGACY TIMBER | CATALYST HARBOR | NEYXYMU75 | EFTR | 12.41% | $115,018,139 |
| VITAL MOMENTUM | ZENITH VERTEX | MFHDPZYTM | HUY | 10.91% | $52,130,388 |