DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Barry Philip Julien
Chartered Financial Analyst
Feed of 09/15/2026
At current firm
0 y
since Oct 16, 2025
In the industry
21 y
since Mar 30, 2005 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- F/M Investments LLC asset manager currentsince Oct 16, 2025 · Washington, Dc
- Oakhurst Capital Advisors, LLC formerJan 20, 2021 to Jul 7, 2026 · Washington, Dc
- Lido independent RIAJan 6, 2021 to Apr 3, 2025 · Los Angeles, Ca
- First Western Capital Management Company formerMay 6, 2010 to Dec 4, 2020 · Los Angeles, Ca
- First Western Investment Management, Inc. formerSep 24, 2009 to May 19, 2010 · Los Angeles, Ca
- Stonebridge Capital Management Inc independent RIAMar 30, 2005 to Aug 6, 2009 · Los Angeles, Ca
Moves
a registration end followed by a registration begin elsewhere
- Oakhurst Capital Advisors, LLC to F/M Investments LLCleft Jul 7, 2026, registered Oct 16, 2025 (-264 days) · Other · moved with a team
- Lido to Oakhurst Capital Advisors, LLCleft Apr 3, 2025, registered Jan 20, 2021 (-1534 days) · Other
- First Western Capital Management Company to Lidoleft Dec 4, 2020, registered Jan 6, 2021 (33 days) · RIA to RIA
- First Western Investment Management, Inc. to First Western Capital Management Companyleft May 19, 2010, registered May 6, 2010 (-13 days) · Other
- Stonebridge Capital Management Inc to First Western Investment Management, Inc.left Aug 6, 2009, registered Sep 24, 2009 (49 days) · Other
Signals
- Barry Philip Julien left Oakhurst Capital Advisors, Llc for F/M Investments Llc (registered 2025-10-16)Jul 7, 2026 · Advisor changed firm · fact
- Barry Philip Julien left Lido for Oakhurst Capital Advisors, Llc (registered 2021-01-20)Apr 3, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address