Koesten Hirschmann & Crabtree, Inc.
- Regulatory AUM
- $668M
- Discretionary
- $652M
- Clients
- 329
- Avg AUM / client
- $2.0M
- Accounts
- 1,559
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 172 | $107M | 16.0% |
| High net worth individuals | 157 | $560M | 83.7% |
| Charitable organizations | Fewer than 5 | $2.0M | 0.3% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stewart Solomon Koesten | Chief Executive Officer | CFP Chartered Financial Consultant | Dec 1996 (30y) | 10% – 25% |
| Matthew David Starkey | President And Shareholder | CFP | Apr 1998 (28y) | 50% – 75% |
| Jessi Lyn Chadd | Director Of Wealth Management | CFP | Dec 2009 (17y) | 10% – 25% |
| Lucas James Bucl | Shareholder | CFP | Dec 2010 (16y) | 10% – 25% |
| Wysong, Colleen, Marie | Chief Compliance Officer | Apr 2022 (4y) | Less than 5% | |
| Joni Kay Lindquist | Registered representative | CFP | May 2013 (13y) | |
| Melissa Dawn Ryan | Registered representative | Jun 2014 (12y) | ||
| Angelina Hope Schuman | Registered representative | May 2025 (1y) | ||
| Connor Brooks Anderson | Registered representative | CFP | Jan 2026 (1y) | |
| Joslyn R Boyd | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
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) | 07/14/2026 | 965 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
- • Other fees
- • NET WORTH
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $620M (93% of AUM) Jul 2026
- Raymond James $257M (57% of AUM) Aug 2021
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: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗