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RIA / WealthAdvisorChartered Financial Analyst21 years in industry

BARRY PHILIP JULIEN

Advisor at F/M INVESTMENTS LLC

Los Angeles, CA | WASHINGTON, DC

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Search this name across graphsid dfx:ria:7407cd15-2a66-6dfe-4cd8-8aeae2d328f1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 1
Observed: Mar 30, 2005 to Sep 15, 2026

Across DFX

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

Private Equityidentity

Barry Philip Julien

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: F/M INVESTMENTS LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 30, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Mar 30, 2005
Dual registered: no
IAPD individual key: 1955144

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F/M INVESTMENTS LLC	Asset manager	Oct 16, 2025	n/a	yes	WASHINGTON, DC\|Los Angeles, CA	Current employment
OAKHURST CAPITAL ADVISORS, LLC	Former SEC adviser	Jan 20, 2021	Jul 7, 2026	no	WASHINGTON, DC\|Los Angeles, CA	Previous registration
Lido	Independent wealth	Jan 6, 2021	Apr 3, 2025	no	LOS ANGELES, CA	Previous registration
FIRST WESTERN CAPITAL MANAGEMENT COMPANY	Former SEC adviser	May 6, 2010	Dec 4, 2020	no	LOS ANGELES, CA	Previous registration
FIRST WESTERN INVESTMENT MANAGEMENT, INC.	Former SEC adviser	Sep 24, 2009	May 19, 2010	no	LOS ANGELES, CA	Previous registration
STONEBRIDGE CAPITAL MANAGEMENT INC	Independent wealth	Mar 30, 2005	Aug 6, 2009	no	LOS ANGELES, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OAKHURST CAPITAL ADVISORS, LLC	F/M INVESTMENTS LLC	Jul 7, 2026	Oct 16, 2025	-264	Firm change after gap	Other
Lido	OAKHURST CAPITAL ADVISORS, LLC	Apr 3, 2025	Jan 20, 2021	-1,534	Firm change after gap	Other
FIRST WESTERN CAPITAL MANAGEMENT COMPANY	Lido	Dec 4, 2020	Jan 6, 2021	33	Firm change	RIA to RIA
FIRST WESTERN INVESTMENT MANAGEMENT, INC.	FIRST WESTERN CAPITAL MANAGEMENT COMPANY	May 19, 2010	May 6, 2010	-13	Firm change	Other
STONEBRIDGE CAPITAL MANAGEMENT INC	FIRST WESTERN INVESTMENT MANAGEMENT, INC.	Aug 6, 2009	Sep 24, 2009	49	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
311802:304405:CA:2026-07-07	Jul 7, 2026	Oct 16, 2025	LOS ANGELES, CA	Firm change after gap

Relationships

Registered with (6)

→ F/M INVESTMENTS LLCRegistered adviserregistration: current employment
Oct 16, 2025 to presentfactForm ADV
→ OAKHURST CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 20, 2021 to Jul 7, 2026factForm ADV
→ LIDORegistered adviserregistration: previous registration
Jan 6, 2021 to Apr 3, 2025factForm ADV
→ FIRST WESTERN CAPITAL MANAGEMENT COMPANYRegistered adviserregistration: previous registration
May 6, 2010 to Dec 4, 2020factForm ADV
→ FIRST WESTERN INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 24, 2009 to May 19, 2010factForm ADV
→ STONEBRIDGE CAPITAL MANAGEMENT INCRegistered adviserregistration: previous registration
Mar 30, 2005 to Aug 6, 2009factForm ADV

Dated events

Occurred
Jul 7, 2026
Advisor changed firm
Barry Philip Julien left Oakhurst Capital Advisors, Llc for F/M Investments Llc (registered 2025-10-16)
Form ADVobserved 4 days ago
Occurred
Apr 3, 2025
Advisor changed firm
Barry Philip Julien left Lido for Oakhurst Capital Advisors, Llc (registered 2021-01-20)
Form ADVobserved 4 days ago