Blue Barn Wealth, Llc
- Regulatory AUM
- $317M
- Discretionary
- $294M
- Clients
- 233
- Avg AUM / client
- $1.4M
- Accounts
- 681
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Feb 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 180 | $48.3M | 15.2% |
| High net worth individuals | 46 | $246M | 77.6% |
| Pension and profit sharing plans | 7 | $22.6M | 7.14% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hyrum Legrand Smith | Managing Partner | CFP | May 2015 (11y) | ≈ 14.06% – 50% via Hyrum L. Smith, Llc |
| Jeffrey Todd Brimhall | Managing Partner | CFP CFA | Feb 2016 (11y) | ≈ 14.06% – 50% via Force For Good Financial, Llc |
| Cummings, Benjamin, Franklin | Partner & Chief Compliance Officer | Jan 2022 (5y) | Less than 5% | |
| Justin Kordell Ericksen | Registered representative | CFP | Jan 2023 (4y) | |
| Leland Stanford Mc Cullough | Registered representative | CFP | Jul 2023 (3y) | |
| Siria Daniela Terry | Registered representative | Jan 2024 (3y) | ||
| Mark Thomas Sumsion | Registered representative | Apr 2024 (2y) | ||
| Scott Hunter Garbutt | Registered representative | CFP | Apr 2024 (2y) | |
| Nathan M Mirizzi | Registered representative | CFP | Nov 2024 (2y) | |
| Karsten Walker | Registered representative | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hjb Wealth Management, Llc | Owner | Nov 2017 | A | 75% or more |
| Hyrum L. Smith, Llc | Owner | Oct 2017 | B | ≈ 18.75% – 50% via Hjb Wealth Management, Llc |
| Force For Good Financial, Llc | Owner | Oct 2017 | B | ≈ 18.75% – 50% via Hjb Wealth Management, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hyrum Legrand Smith: 75% – 100% of Hyrum L. Smith, Llc × 25% – 50% of Hjb Wealth Management, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Jeffrey Todd Brimhall: 75% – 100% of Force For Good Financial, Llc × 25% – 50% of Hjb Wealth Management, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Hyrum L. Smith, Llc: 25% – 50% of Hjb Wealth Management, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Force For Good Financial, Llc: 25% – 50% of Hjb Wealth Management, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/17/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $285M (90% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗