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Kutscher Benner Barsness & Stevens, Inc.

Kutscher Benner Barsness & Stevens, Inc.. CRD 107475

Kutscher Benner Barsness & Stevens, Inc. logo

CRD: 107475

Kutscher Benner Barsness & Stevens, Inc.

Seattle, WA, 98101
2064626100
kbbsfinancial.com
$627.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
7 Employees
185 ADV. Clients
33 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
FoundationHarbor crest +more
Established Date
03-25-1993
Office Locations
1

Office Locations

1201 Western AVE, Suite 600 Seattle WA

About Kutscher Benner Barsness & Stevens, Inc.

Seattle-based KBBS Financial provides integrated “Financial Counsel” combining wealth management, tax and estate planning, and investment management. The team includes planners, analysts, and attorneys and emphasizes hands-on problem solving across complex client situations, including philanthropy topics like donor-advised funds. Custodied with Schwab and Fidelity, and publishes regular market/investment commentary.

Team overview

38 AVG AGE
$104.6M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
12.4 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
33yrs Firm Age

Insights

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Asset Classes

Matrix Element wave Signal vital Horizon atlas Oak momentum Beacon alpha Summit Glacier Frontier beacon Element signal

Client Personas

Vertex matrix

Custodian

Vital alpha Peak unison Summit signal Capital Eagle harbor Harbor glacier

Investment Themes

Crest Bridge legacy Legacy atlas Foundation summit Focus bridge Zenith bridge Insight atlas Vertex

Investment Vehicles

Bridge ember Ridge fusion

Platform

North Frontier vertex

Services

Legacy Oak Wave Crest Capital radial Peak frontier Vertex summit Ridge insight

Technology

Element Focus north Vector Oak

Owner & Executives

CAMERON JAMAR BARSNESS

CAMERON JAMAR BARSNESS

Chief Compliance Officer, PRINCIPAL

CRD
#5915263
Ownership
25% but less than 50%
(258) 252-5582
zenith.element@foundationcapital.com
in linkedin.com/in/optima-vector
SCOTT DOUGLAS BENNER

SCOTT DOUGLAS BENNER

Principal

CRD
#5167937
Ownership
25% but less than 50%
(938) 224-3837
prime.summit@harborcapital.com
in linkedin.com/in/atlas-vector
M

Matrix fusion

Horizon crest

CRD
#72290
Ownership
15.9%
(932) 954-7200
ember.north@zenithcapital.com
in linkedin.com/in/catalyst-eagle

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Contacts

A

AUSTIN MICHAEL JODREY

Associate

CRD
#6155939
(506) 245-5566
north.ember@primecapital.com
in linkedin.com/in/zenith-optima

Showing 1 of 6 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-01-2022
04-03-2023
03-26-2024
02-20-2025
01-29-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $627,791,127 $916,483
Total $627,791,127 $916,483

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Separately Managed Accounts

Total SMA Asset: $627,791,127

$627.8M Total SMA
Public Funds:
17.2%
Cash:
18.5%
Private Funds:
32.7%
Equity - Exchange:
31.6%
Asset class Assets Assets %
Public Funds $221,579,979 17.2%
Cash $238,327,303 18.5%
Private Funds $421,259,611 32.7%
Equity - Exchange $407,088,797 31.6%
Total $1,288,255,690 100.0%

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