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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 1b 10b

BRISTLECONE ADVISORS LLC

CRD 109227

BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:36fa2c7d-cb2b-11f9-1ac2-15b49c361443

Data as of Jul 11, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 13
On other graphs: 1
Observed: Mar 30, 2012 to Jul 11, 2025
34 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Bristlecone Advisors LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $2.1BItem 5.F on the latest filing (2025-07-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.1B
Private client RAUM: $2.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 19
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,263
Individual clients: 113
High net worth clients: 310
Custody, client assets: $1.2B
SEC number: 801-56359
CRD: 109227
Filings on the tape: 34
First filed: Mar 30, 2012
Latest filed: Jul 11, 2025
Organised: Limited Liability Company, WA
Website: bristleconeadvisors.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERRY, KEVIN, SEAN	PARTNER/CCO	B	yes	04/2010	Mar 30, 2012	Mar 12, 2024
MCCANDLISH, KEVIN, GEORGE	Partner	A	yes	03/2015	Mar 27, 2015	Mar 12, 2024
PARKER, JEFF, KNOX	Partner	A	yes	03/2015	Mar 27, 2015	Mar 12, 2024
ROLFE, JUSTIN, DEVERE	Partner	A	yes	08/2019	Sep 24, 2019	Mar 12, 2024
TAYLOR, CHRISTOPHER, JON	Partner	B	yes	04/2010	Mar 30, 2012	Mar 12, 2024
WALTIER, ANTHONY, DAVID	Partner	B	yes	04/2010	Mar 30, 2012	Mar 12, 2024
WINKLER, JOSEPH, BRENNAN	Partner	A	yes	10/2015	Oct 15, 2015	Mar 12, 2024
FOX, STEPHANIE, B	Partner	Na	no	01/2020	Mar 13, 2020	Mar 12, 2024
GUENTHER, ADAM, CHRISTIAN	Partner	Na	no	01/2020	Mar 13, 2020	Mar 12, 2024
OSWALD, SCOTT, ADAIR	Partner	Na	no	01/2020	Mar 13, 2020	Mar 12, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 21, 2025	$2.1B	$2.1B	19	9	0	n/a	n/a
2023	Mar 12, 2024	$1.9B	$1.9B	19	9	0	n/a	n/a
2022	Mar 22, 2023	$1.6B	$1.6B	19	9	0	n/a	n/a
2021	Mar 11, 2022	$1.8B	$1.8B	19	9	1	n/a	n/a
2020	Mar 18, 2021	$1.5B	$1.5B	19	11	1	n/a	n/a
2019	Mar 13, 2020	$1.3B	$1.3B	19	11	1	n/a	n/a
2018	Mar 6, 2019	$1.2B	$1.2B	17	9	2	n/a	n/a
2017	Feb 15, 2018	$1.2B	$1.2B	17	9	2	n/a	n/a
2016	Mar 1, 2017	$1.1B	$1.1B	17	9	n/a	n/a	n/a
2015	Mar 29, 2016	$994M	$994M	17	9	n/a	n/a	n/a
2014	Mar 27, 2015	$1.3B	$1.3B	14	10	n/a	n/a	n/a
2013	Mar 28, 2014	$1.1B	$1.1B	17	9	n/a	n/a	n/a
2012	Mar 28, 2013	$996M	$996M	17	9	n/a	n/a	n/a
2011	Mar 30, 2012	$964M	$964M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	8	-8	n/a	0	0	0	0	9

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$2.1B	$1.9B	10.9%	$1.8B	5.3%	19	19	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Corient	8	Oct 6, 2025	Oct 13, 2025	BELLEVUE, WA	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (11)

← JOSEPH BRENNAN WINKLERAdvisorregistration: previous registration
Oct 14, 2015 to Oct 14, 2025factForm ADV
← KEVIN GEORGE MCCANDLISHAdvisorregistration: previous registration
Jul 13, 2015 to Oct 10, 2025factForm ADV
← KEVIN SEAN BERRYAdvisorregistration: previous registration
Apr 29, 2010 to Oct 7, 2025factForm ADV
← ADAM CHRISTIAN GUENTHERAdvisorregistration: previous registration
Mar 3, 2016 to Oct 7, 2025factForm ADV
← ANTHONY DAVID WALTIERAdvisorregistration: previous registration
May 26, 2010 to Oct 7, 2025factForm ADV
← SCOTT ADAIR OSWALDAdvisorregistration: previous registration
Mar 10, 2015 to Oct 6, 2025factForm ADV
← CHRISTOPHER JON TAYLORAdvisorregistration: previous registration
Apr 29, 2010 to Oct 6, 2025factForm ADV
← JEFF KNOX PARKERAdvisorregistration: previous registration
Mar 20, 2015 to Oct 6, 2025factForm ADV
← JUSTIN DEVERE ROLFEAdvisorregistration: previous registration
Sep 4, 2019 to Jun 5, 2025factForm ADV
← KEITH RANDOLPH VERNONAdvisorregistration: previous registration
Mar 29, 1999 to Mar 31, 2015factForm ADV
← ROBYN POMPROWITZ MEYERAdvisorregistration: previous registration
Oct 25, 2006 to Mar 26, 2015factForm ADV

Moved with (1)

→ CORIENTRegistered adviser8 advisors, firm absorbed
Oct 6, 2025 to Oct 13, 2025factForm ADV

Controls (7)

← MCCANDLISH, KEVIN, GEORGEOwnerPARTNER, ownership code A, individual
Mar 27, 2015 to Mar 12, 2024factForm ADV
← BERRY, KEVIN, SEANOwnerPARTNER/CCO, ownership code B, individual
Mar 30, 2012 to Mar 12, 2024factForm ADV
← WINKLER, JOSEPH, BRENNANOwnerPARTNER, ownership code A, individual
Oct 15, 2015 to Mar 12, 2024factForm ADV
← TAYLOR, CHRISTOPHER, JONOwnerPARTNER, ownership code B, individual
Mar 30, 2012 to Mar 12, 2024factForm ADV
← WALTIER, ANTHONY, DAVIDOwnerPARTNER, ownership code B, individual
Mar 30, 2012 to Mar 12, 2024factForm ADV
← PARKER, JEFF, KNOXOwnerPARTNER, ownership code A, individual
Mar 27, 2015 to Mar 12, 2024factForm ADV
← ROLFE, JUSTIN, DEVEREOwnerPARTNER, ownership code A, individual
Sep 24, 2019 to Mar 12, 2024factForm ADV

Owns (3)

← OSWALD, SCOTT, ADAIROwnerPARTNER, ownership code NA, individual
Mar 13, 2020 to Mar 12, 2024factForm ADV
← GUENTHER, ADAM, CHRISTIANOwnerPARTNER, ownership code NA, individual
Mar 13, 2020 to Mar 12, 2024factForm ADV
← FOX, STEPHANIE, BOwnerPARTNER, ownership code NA, individual
Mar 13, 2020 to Mar 12, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Oct 14, 2025
Advisor changed firm
Joseph Brennan Winkler left Bristlecone Advisors Llc for Corient (registered 2025-10-13)
Form ADVobserved 5 days ago
Occurred
Oct 10, 2025
Advisor changed firm
Kevin George Mccandlish left Bristlecone Advisors Llc for Corient (registered 2025-10-09)
Form ADVobserved 5 days ago
Occurred
Oct 7, 2025
Advisor changed firm
Anthony David Waltier left Bristlecone Advisors Llc for Corient (registered 2025-10-07)
Form ADVobserved 5 days ago
Occurred
Oct 7, 2025
Advisor changed firm
Adam Christian Guenther left Bristlecone Advisors Llc for Corient (registered 2025-10-07)
Form ADVobserved 5 days ago
Occurred
Oct 7, 2025
Advisor changed firm
Kevin Sean Berry left Bristlecone Advisors Llc for Corient (registered 2025-10-07)
Form ADVobserved 5 days ago
Occurred
Oct 6, 2025
Firm absorbed
Bristlecone Advisors LLC's advisors moved to Corient (Bellevue, WA): 8 of 8 registered, within 8 days
Form ADVobserved 5 days ago
8 advisors
Occurred
Oct 6, 2025
Advisor changed firm
Jeff Knox Parker left Bristlecone Advisors Llc for Corient (registered 2025-10-03)
Form ADVobserved 5 days ago
Occurred
Oct 6, 2025
Advisor changed firm
Scott Adair Oswald left Bristlecone Advisors Llc for Corient (registered 2025-10-03)
Form ADVobserved 5 days ago
Occurred
Oct 6, 2025
Advisor changed firm
Christopher Jon Taylor left Bristlecone Advisors Llc for Corient (registered 2025-10-03)
Form ADVobserved 5 days ago
Occurred
Jun 5, 2025
Advisor changed firm
Justin Devere Rolfe left Bristlecone Advisors Llc for Rare Wolf Capital Llc (registered 2025-06-05)
Form ADVobserved 5 days ago
Occurred
Nov 10, 2021
Control person left
Dale Larry Kinner (Partner) no longer on Schedule A of Bristlecone Advisors Llc (listed 2021-03-18, absent 2021-11-10)
Form ADVobserved 5 days ago
Occurred
Sep 24, 2019
Control person joined
Devere Justin Rolfe (Partner) appeared on Schedule A of Bristlecone Advisors Llc
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Dec 20, 2025
Bristlecone Advisors Llc no longer on the SEC adviser roster (last listed 2025-09-02, RAUM $2.1B)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36fa2c7d-cb2b-11f9-1ac2-15b49c361443
First observed: Mar 30, 2012
Last observed: Jul 11, 2025 14 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRISTLECONE ADVISORS LLC

CRD 109227

BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:36fa2c7d-cb2b-11f9-1ac2-15b49c361443

Data as of Jul 11, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:54 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERRY, KEVIN, SEAN

PARTNER/CCO

yes

04/2010

Mar 30, 2012

Mar 12, 2024

MCCANDLISH, KEVIN, GEORGE

Partner

yes

03/2015

Mar 27, 2015

Mar 12, 2024

PARKER, JEFF, KNOX

Partner

yes

03/2015

Mar 27, 2015

Mar 12, 2024

ROLFE, JUSTIN, DEVERE

Partner

yes

08/2019

Sep 24, 2019

Mar 12, 2024

TAYLOR, CHRISTOPHER, JON

Partner

yes

04/2010

Mar 30, 2012

Mar 12, 2024

WALTIER, ANTHONY, DAVID

Partner

yes

04/2010

Mar 30, 2012

Mar 12, 2024

WINKLER, JOSEPH, BRENNAN

Partner

yes

10/2015

Oct 15, 2015

Mar 12, 2024

FOX, STEPHANIE, B

Partner

01/2020

Mar 13, 2020

Mar 12, 2024

GUENTHER, ADAM, CHRISTIAN

Partner

01/2020

Mar 13, 2020

Mar 12, 2024

OSWALD, SCOTT, ADAIR

Partner

01/2020

Mar 13, 2020

Mar 12, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 21, 2025

$2.1B

n/a

2023

Mar 12, 2024

$1.9B

n/a

2022

Mar 22, 2023

$1.6B

n/a

2021

Mar 11, 2022

$1.8B

n/a

2020

Mar 18, 2021

$1.5B

n/a

2019

Mar 13, 2020

$1.3B

n/a

2018

Mar 6, 2019

$1.2B

n/a

2017

Feb 15, 2018

$1.2B

n/a

2016

Mar 1, 2017

$1.1B

n/a

2015

Mar 29, 2016

$994M

n/a

2014

Mar 27, 2015

$1.3B

n/a

2013

Mar 28, 2014

$1.1B

n/a

2012

Mar 28, 2013

$996M

n/a

2011

Mar 30, 2012

$964M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-8

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$2.1B

$1.9B

10.9%

$1.8B

5.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Corient

Oct 6, 2025

Oct 13, 2025

BELLEVUE, WA

Firm absorbed

RIA to RIA

100.0%