Kutscher Rhodes & Benner, Inc. (Seattle)

Name: Kutscher Rhodes & Benner, Inc.
Address: 705 Second Avenue, Suite 800, Seattle, WA, 98104
Telephone: 206-462-6100

Kutscher Rhodes & Benner, Inc. is a large advisory firm based in Seattle. It manages $286.8 million of regulatory assets for 222 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, New Hampshire, Oregon, and Washington.

Kutscher Rhodes & Benner provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kutscher Rhodes & Benner: assets under management

The assets under management (AUM) of Kutscher Rhodes & Benner, Inc. is $286.8 million. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $243.44 million in discretionary accounts and $43.36 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.49 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $734.93 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kutscher Rhodes & Benner, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kutscher Rhodes & Benner, Inc.

Frederic Tasker Kutscher has been acting as President since 1 Nov 1992. Cameron Jamar Barsness joined the executive team most recently as the Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frederic Tasker Kutscher	President	1 Nov 1992	25% - 50%	2141878
Scott Alan Rhodes	Chief compliance officer	1 Apr 1999	25% - 50%	1389335
Scott Douglas Benner	Principal	1 Apr 2006	25% - 50%	5167937
Cameron Jamar Barsness	Principal	1 Jan 2015	Other	5915263
Ryan Victor Stevens	Principal	1 Jan 2015	Other	5984166

Based in Seattle

The principal office where Kutscher Rhodes & Benner, Inc. performs its advisory services is located at 705 Second Avenue, Suite 800, Seattle, WA 98104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-462-6100 or by fax 206-382-4412. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at krbfinancial.com.