R
$184.4M Total AUM
$139.3M Disc. AUM
-- 3Y CAGR
1 Employees
151 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2015
- Office Locations
- 1
Office Locations
1136 East Stuart Street STE 4204 Fort Collins CO
About RED Mountain Financial, LLC
RED Mountain Financial, LLC is a Fort Collins-based RIA. The firm has been operating for 10 years. Managing $184.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$184.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
11 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CHRISTOPHER JAY BARR
Chief Compliance Officer, Managing Member, Owner
- CRD
- #3272402
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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