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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KUTSCHER BENNER BARSNESS & STEVENS, INC.

CRD 107475

SEATTLE, 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:e3872770-8349-7875-5121-ba3040c2a00f

Data as of Jan 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 1
Observed: Apr 2, 2012 to Jan 29, 2026
30 observations

Across DFX

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

Private Equityidentity

Kutscher Benner Barsness & Stevens, Inc.

Intermediary · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $628MItem 5.F on the latest filing (2026-01-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $613MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $105Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 6
Offices: 7Schedule D 1.F, beyond the principal office
Accounts: 685
Individual clients: 51
High net worth clients: 129
Custody, client assets: $290M
SEC number: 801-49160
CRD: 107475
Filings on the tape: 30
First filed: Apr 2, 2012
Latest filed: Jan 29, 2026
Organised: Corporation, WA
Website: krbfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SCOTT DOUGLAS BENNER	n/a	SEATTLE, WA	20	20	n/a	no
CAMERON JAMAR BARSNESS	Certified Financial Planner	SEATTLE, WA	15	19	n/a	no
RYAN VICTOR STEVENS	Chartered Financial Analyst	SEATTLE, WA	14	15	n/a	no
KYLE DESMOND O'CONNOR	Certified Financial Planner	SEATTLE, WA	11	12	1	no
GIANNA ALESANDRA MAILLETT GIUSTI	Certified Financial Planner	SEATTLE, WA	9	11	n/a	no
AUSTIN MICHAEL JODREY	Certified Financial Planner	SEATTLE, WA	4	10	n/a	no

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
BARSNESS, CAMERON, JAMAR	PRINCIPAL & CHIEF COMPLIANCE OFFICER	C	yes	01/2015	Apr 27, 2017	Mar 26, 2024
BENNER, SCOTT, DOUGLAS	Principal	C	yes	04/2006	Apr 2, 2012	Mar 26, 2024
STEVENS, RYAN, VICTOR	Principal	C	yes	01/2015	Apr 27, 2017	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SCOTT BENNER	n/a	n/a	n/a	Y	yes	n/a

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
2025	Jan 29, 2026	$628M	$0	7	6	7	n/a	n/a
2024	Feb 20, 2025	$551M	$0	7	6	6	n/a	n/a
2023	Mar 26, 2024	$513M	$0	7	6	0	n/a	n/a
2022	Apr 3, 2023	$436M	$0	7	6	0	n/a	n/a
2021	Mar 31, 2022	$518M	$0	8	7	0	n/a	n/a
2020	Jan 29, 2021	$443M	$0	9	6	0	n/a	n/a
2019	Mar 30, 2020	$385M	$0	7	6	0	n/a	n/a
2018	Mar 29, 2019	$325M	$0	8	7	0	n/a	n/a
2017	Mar 30, 2018	$316M	$0	8	7	0	n/a	n/a
2016	Mar 31, 2017	$287M	$243M	9	8	n/a	n/a	n/a
2015	Mar 30, 2016	$279M	$242M	9	5	n/a	n/a	n/a
2014	Mar 31, 2015	$291M	$258M	9	7	n/a	n/a	n/a
2013	Mar 14, 2014	$300M	$0	9	6	n/a	n/a	n/a
2012	Apr 8, 2013	$247M	$0	6	6	n/a	n/a	n/a
2011	Apr 2, 2012	$207M	$0	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	0	0	0.0%	0	0	0	0	0

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
2025	$628M	$551M	14.0%	$436M	12.9%	7	7	7	6

Relationships

Registered with (9)

← AUSTIN MICHAEL JODREYAdvisorregistration: current employment
Jan 6, 2022 to presentfactForm ADV
← GIANNA ALESANDRA MAILLETT GIUSTIAdvisorregistration: current employment
May 3, 2017 to presentfactForm ADV
← KYLE DESMOND O'CONNORAdvisorregistration: current employment
May 14, 2015 to presentfactForm ADV
← RYAN VICTOR STEVENSAdvisorregistration: current employment
Dec 19, 2011 to presentfactForm ADV
← CAMERON JAMAR BARSNESSAdvisorregistration: current employment
Apr 27, 2011 to presentfactForm ADV
← SCOTT DOUGLAS BENNERAdvisorregistration: current employment
Jul 7, 2006 to presentfactForm ADV
← DANIELLE LYNN STRUMBETAAdvisorregistration: previous registration
May 19, 2016 to Jan 16, 2020factForm ADV
← SCOTT ALAN RHODESAdvisorregistration: previous registration
Jun 18, 1999 to Apr 27, 2017factForm ADV
← NATHAN EVAN TEPPAdvisorregistration: previous registration
Sep 10, 2014 to Apr 22, 2015factForm ADV

Controls (3)

← BENNER, SCOTT, DOUGLASOwnerPRINCIPAL, ownership code C, individual
Apr 2, 2012 to Mar 26, 2024factForm ADV
← BARSNESS, CAMERON, JAMAROwnerPRINCIPAL & CHIEF COMPLIANCE OFFICER, ownership code C, individual
Apr 27, 2017 to Mar 26, 2024factForm ADV
← STEVENS, RYAN, VICTOROwnerPRINCIPAL, ownership code C, individual
Apr 27, 2017 to Mar 26, 2024factForm ADV

Dated events

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

Occurred
Jan 29, 2021
Control person left
Tasker Frederic Kutscher (Principal & Chief Compliance Officer) no longer on Schedule A of Kutscher Benner Barsness & Stevens, Inc. (listed 2020-06-26, absent 2021-01-29)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Feb 20, 2025
Kutscher Benner Barsness & Stevens, Inc. reported 6 offices beyond its principal office, up from 0 (2024-03-26 to 2025-02-20)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e3872770-8349-7875-5121-ba3040c2a00f
First observed: Apr 2, 2012
Last observed: Jan 29, 2026 7 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.

KUTSCHER BENNER BARSNESS & STEVENS, INC.

CRD 107475

SEATTLE, 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:e3872770-8349-7875-5121-ba3040c2a00f

Data as of Jan 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:31 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SCOTT DOUGLAS BENNER

n/a

SEATTLE, WA

n/a

CAMERON JAMAR BARSNESS

Certified Financial Planner

SEATTLE, WA

n/a

RYAN VICTOR STEVENS

Chartered Financial Analyst

SEATTLE, WA

n/a

KYLE DESMOND O'CONNOR

Certified Financial Planner

SEATTLE, WA

GIANNA ALESANDRA MAILLETT GIUSTI

Certified Financial Planner

SEATTLE, WA

n/a

AUSTIN MICHAEL JODREY

Certified Financial Planner

SEATTLE, WA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARSNESS, CAMERON, JAMAR

PRINCIPAL & CHIEF COMPLIANCE OFFICER

yes

01/2015

Apr 27, 2017

Mar 26, 2024

BENNER, SCOTT, DOUGLAS

Principal

yes

04/2006

Apr 2, 2012

Mar 26, 2024

STEVENS, RYAN, VICTOR

Principal

yes

01/2015

Apr 27, 2017

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SCOTT BENNER

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 29, 2026

$628M

n/a

2024

Feb 20, 2025

$551M

n/a

2023

Mar 26, 2024

$513M

n/a

2022

Apr 3, 2023

$436M

n/a

2021

Mar 31, 2022

$518M

n/a

2020

Jan 29, 2021

$443M

n/a

2019

Mar 30, 2020

$385M

n/a

2018

Mar 29, 2019

$325M

n/a

2017

Mar 30, 2018

$316M

n/a

2016

Mar 31, 2017

$287M

$243M

n/a

2015

Mar 30, 2016

$279M

$242M

n/a

2014

Mar 31, 2015

$291M

$258M

n/a

2013

Mar 14, 2014

$300M

n/a

2012

Apr 8, 2013

$247M

n/a

2011

Apr 2, 2012

$207M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$628M

$551M

14.0%

$436M

12.9%