{ "crd_number": 107475, "slug": "kutscher-benner-barsness-and-stevens-inc-seattle-wa-107475", "primary_business_name": "KUTSCHER BENNER BARSNESS & STEVENS, INC.", "legal_name": "KUTSCHER BENNER BARSNESS & STEVENS, INC.", "dbas": [ "KBBS FINANCIAL" ], "city": "Seattle", "state": "WA", "country": "United States", "cbsa_code": "42660", "metro": { "cbsa_code": "42660", "common_name": "Seattle", "msa_name": "Seattle-Tacoma-Bellevue, WA", "path": "/advisors/wa/seattle" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1995-06-16", "years_registered": 31, "period": "2026-10-01", "filing_date": "2026-01-29", "carried_forward": false, "raum_total": 627791127.0, "raum_discretionary": 0.0, "raum_non_discretionary": 627791127.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 7, "advisory_employees": 6, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 14780054.0, "count": 5 }, "individuals": { "raum": 23105505.0, "count": 51 }, "high_net_worth_individuals": { "raum": 589905568.0, "count": 129 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "periodicals_newsletters", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "NH", "TX", "WA" ], "websites": [ "https://kbbsfinancial.com", "https://krbfinancial.com", "https://linkedin.com/company/kbbsfinancial" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107475", "city_as_filed": "SEATTLE", "url": "https://advisorcensus.com/firm/kutscher-benner-barsness-and-stevens-inc-seattle-wa-107475", "display_name": "Kutscher Benner Barsness & Stevens, Inc.", "summary": "Kutscher Benner Barsness & Stevens, Inc. is an SEC-registered investment advisory firm in Seattle, WA, registered since 1995, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated January 29, 2026.", "citation": "AdvisorCensus. Kutscher Benner Barsness & Stevens, Inc. (CRD 107475): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)", "Publication of periodicals or newsletters" ], "quick_answers": [ { "q": "How is Kutscher Benner Barsness & Stevens, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Kutscher Benner Barsness & Stevens, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "Where is Kutscher Benner Barsness & Stevens, Inc. located?", "a": "Kutscher Benner Barsness & Stevens, Inc.'s principal office is in Seattle, WA, according to its Form ADV." }, { "q": "Is Kutscher Benner Barsness & Stevens, Inc. registered with the SEC or a state?", "a": "Kutscher Benner Barsness & Stevens, Inc. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 107475." }, { "q": "How much does Kutscher Benner Barsness & Stevens, Inc. manage?", "a": "Kutscher Benner Barsness & Stevens, Inc. reports $627,791,127 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (0% discretionary)." }, { "q": "How have Kutscher Benner Barsness & Stevens, Inc.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Kutscher Benner Barsness & Stevens, Inc.: Regulatory assets under management: $443,261,996 in the October 2021 data and $627,791,127 in the October 2026 data, up 42%. Total employees: 9 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Kutscher Benner Barsness & Stevens, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (129); individuals (other than high net worth individuals) (51); charitable organizations (5)." }, { "q": "Which custodians does Kutscher Benner Barsness & Stevens, Inc. use?", "a": "Kutscher Benner Barsness & Stevens, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Kutscher Benner Barsness & Stevens, Inc. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107475" }, { "q": "What changed in Kutscher Benner Barsness & Stevens, Inc.'s recent Form ADV filings?", "a": "In the February 2026 filing data: Regulatory assets under management went from $550,822,080 to $627,791,127 (+14%). No longer lists an office in Kirkland, WA. No longer lists an office in University Place, WA. No longer lists an office in Vashon, WA. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 443261996.0, "total_employees": 9, "filing_date": "2021-02-02" }, { "period": "2022-10-01", "regulatory_assets_under_management": 518068411.0, "total_employees": 8, "filing_date": "2022-04-01" }, { "period": "2023-10-01", "regulatory_assets_under_management": 436002024.0, "total_employees": 7, "filing_date": "2023-04-03" }, { "period": "2024-10-01", "regulatory_assets_under_management": 513175872.0, "total_employees": 7, "filing_date": "2024-03-26" }, { "period": "2025-10-01", "regulatory_assets_under_management": 550822080.0, "total_employees": 7, "filing_date": "2025-02-20" }, { "period": "2026-10-01", "regulatory_assets_under_management": 627791127.0, "total_employees": 7, "filing_date": "2026-01-29" } ], "recent_changes": [ { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Regulatory assets under management went from $550,822,080 to $627,791,127 (+14%).", "No longer lists an office in Kirkland, WA.", "No longer lists an office in University Place, WA.", "No longer lists an office in Vashon, WA.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/kutscher-benner-barsness-and-stevens-inc-seattle-wa-107475.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 51, "fewer_than_5": false, "raum": 23105505.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 129, "fewer_than_5": false, "raum": 589905568.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 5, "fewer_than_5": false, "raum": 14780054.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107475", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }