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.
SEC-registered adviser
Coburn Barrett, LLC
Latest filing Feb 25, 2026
First filing on the tape May 31, 2013 · 16 filings
SEC status approved since Jun 7, 2013
RAUM
$113M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$113M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$113M as of Feb 25, 2026
Mar 3, 2014$130M then
HNW client RAUM$22.2M as of Mar 24, 2023
Mar 27, 2018$31.0M then
State-registered IARs (5.B.3)0 as of Feb 25, 2026
Mar 3, 20140 then
Employees (5.A)4 as of Feb 25, 2026
Mar 3, 20144 then
Private funds1 as of Feb 25, 2026
Mar 3, 20141 then
RAUM +11% over the last fiscal year-7.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Feb 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $113MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $113MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $113M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$113M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $113M for 1 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Andrew Charles Brigham | Wilson, Wy | Jun 4, 2018 | 24 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Andrew Charles Brigham from M Financial Asset Management, Inc.Jun 4, 2018 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Gli Fund LLC | Hedge Fund | $138M | 22 | May 31, 2013 |
Owners and control persons
Schedule A and B, latest filing
- Brigham Eleanor Wehlen · Member, Managing Member, Chief Compliance Officercontrolsince 12/2007 · owns 25% to 50%
- Thomas Wehlen · Managing Member, Senior Portfolio Managercontrolsince 12/2007 · owns 50% to 75%
- Charles Andrew Brigham · Member, Investment Strategistsince 12/2007 · owns less than 5%
- Rainer Genschel · Member, Portfolio Managersince 12/2007 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Wilson, WY1 employees
What changed
consecutive filings, newest first
- Assets in custody · $102M to $113MMar 18, 2025 to Feb 25, 2026
- Discretionary RAUM · $102M to $113MMar 18, 2025 to Feb 25, 2026
- Pooled vehicle RAUM · $102M to $113MMar 18, 2025 to Feb 25, 2026
- RAUM · $102M to $113MMar 18, 2025 to Feb 25, 2026
- Assets in custody · $138M to $102MFeb 13, 2024 to Mar 18, 2025
- Financial planning clients · unset to Feb 13, 2024 to Mar 18, 2025
- Other offices · 1 to 0Feb 13, 2024 to Mar 18, 2025
- Discretionary RAUM · $138M to $102MFeb 13, 2024 to Mar 18, 2025
- Pooled vehicle RAUM · $138M to $102MFeb 13, 2024 to Mar 18, 2025
- RAUM · $138M to $102MFeb 13, 2024 to Mar 18, 2025
- Accounts · 2 to 1Nov 15, 2023 to Feb 13, 2024
- Advisory activities · 2 to 1Nov 15, 2023 to Feb 13, 2024
- Assets in custody · $121M to $138MNov 15, 2023 to Feb 13, 2024
- Discretionary RAUM · $143M to $138MNov 15, 2023 to Feb 13, 2024
- HNW RAUM · 22212003.0 to unsetNov 15, 2023 to Feb 13, 2024
- Pooled vehicle RAUM · $121M to $138MNov 15, 2023 to Feb 13, 2024
- RAUM · $143M to $138MNov 15, 2023 to Feb 13, 2024
- Assets in custody · $245M to $121MFeb 24, 2022 to Mar 24, 2023
- Discretionary RAUM · $283M to $143MFeb 24, 2022 to Mar 24, 2023
- HNW RAUM · $38.4M to $22.2MFeb 24, 2022 to Mar 24, 2023
- Pooled vehicle RAUM · $245M to $121MFeb 24, 2022 to Mar 24, 2023
- RAUM · $283M to $143MFeb 24, 2022 to Mar 24, 2023
- Accounts · 3 to 2Mar 30, 2021 to Feb 24, 2022
- HNW clients · 1.0 to unsetMar 30, 2021 to Feb 24, 2022
- Pooled vehicle clients · 2 to 1Mar 30, 2021 to Feb 24, 2022
- Assets in custody · $195M to $245MMar 30, 2021 to Feb 24, 2022
- Financial planning clients · 0 to unsetMar 30, 2021 to Feb 24, 2022
- Discretionary RAUM · $247M to $283MMar 30, 2021 to Feb 24, 2022
- HNW RAUM · $27.7M to $38.4MMar 30, 2021 to Feb 24, 2022
- Pooled vehicle RAUM · $219M to $245MMar 30, 2021 to Feb 24, 2022
- RAUM · $247M to $283MMar 30, 2021 to Feb 24, 2022
- HNW clients · 2 to 1Jun 22, 2020 to Mar 30, 2021
- Pooled vehicle clients · 1 to 2Jun 22, 2020 to Mar 30, 2021
- Assets in custody · $171M to $195MJun 22, 2020 to Mar 30, 2021
- Discretionary RAUM · $227M to $247MJun 22, 2020 to Mar 30, 2021
- HNW RAUM · $56.1M to $27.7MJun 22, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $171M to $219MJun 22, 2020 to Mar 30, 2021
- RAUM · $227M to $247MJun 22, 2020 to Mar 30, 2021
- Accounts · 2 to 3Mar 25, 2019 to Mar 30, 2020
- HNW clients · 1 to 2Mar 25, 2019 to Mar 30, 2020
Signals
2 dated events
- Coburn Barrett, Llc reported RAUM $143.0M, down 49% from $282.9M (2022-02-24 to 2023-03-24)Mar 24, 2023 · RAUM change · derived
- Coburn Barrett, Llc filed its initial SEC registration (Form ADV)May 31, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- COBURNBARRETT.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 415-387-1001reportedpublic record, Form ADV, Feb 25, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $113Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026