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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2015
- Office Locations
- 1
Office Locations
About RED Mountain Financial, LLC
RED Mountain Financial, LLC is a Buffalo-based RIA. The firm has been operating for 11 years. Managing $184.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 29, 2025 and July 30, 2026, reported AUM increased 5.8%, from $174.4M to $184.4M.
Across 4 reported observations, AUM increased 26.3% between June 30, 2023 and July 30, 2026, from $146.1M to $184.4M.
Of the latest reported AUM, 75.5% is discretionary and 24.5% is non-discretionary.
The firm reports 1 advisory representatives and 151 clients, or 151 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
CHRISTOPHER JAY BARR
Chief Compliance Officer, Managing Member, Owner
- CRD
- #3272402
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $139,285,186 | $636,005 |
| Non-Discretionary | $45,149,647 | $344,654 |
| Total | $184,434,833 | $526,957 |
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Separately Managed Accounts
SMA allocation detail is available
RED Mountain Financial, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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RED Mountain Financial, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.