Kutscher Benner Barsness & Stevens, Inc.
- Regulatory AUM
- $628M
- Discretionary
- $0
- Clients
- 185
- Avg AUM / client
- $3.4M
- Accounts
- 685
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 51 | $23.1M | 3.68% |
| High net worth individuals | 129 | $590M | 94.0% |
| Charitable organizations | 5 | $14.8M | 2.35% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Douglas Benner | Principal | Apr 2006 (20y) | 25% – 50% | |
| Cameron Jamar Barsness | Principal & Chief Compliance Officer | CFP | Apr 2011 (15y) | 25% – 50% |
| Ryan Victor Stevens | Principal | CFA | Dec 2011 (15y) | 25% – 50% |
| Kyle Desmond O'connor | Registered representative | CFP | May 2015 (11y) | |
| Gianna Alesandra Maillett Giusti | Registered representative | CFP | May 2017 (9y) | |
| Austin Michael Jodrey | Registered representative | CFP | Jan 2022 (5y) |
Undisclosed: 0% – 25% 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) | 01/29/2026 | 1.02 MB | 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
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $600M (96% of AUM) Jan 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: Jan 29, 2026.
View current Form ADV (SEC/IAPD) ↗