SourcingSourcing

RED MOUNTAIN FINANCIAL, LLC

B61
CRD 277100·SEC 801-128506·FORT COLLINS, CO
AUM
$184.4M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$553K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RED MOUNTAIN FINANCIAL, LLC
CRD
277100
SEC file #
801-128506
EIN
474463471
DBA names
—

Economics

AUM
$184.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$174.4M → $184.4M▲ +6%
Client mix
Individuals High Net Worth77
Individuals Other74

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
FORT COLLINS CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
redmountainfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BARR, CHRISTOPHER, JAY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BARR, CHRISTOPHER, JAY
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
REDMOUNTAINFINANCIAL.COM
Rdap Domain Creation Date
2015-07-07T03:10:42Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001997650
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-03-11
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001997650-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1136 E STUART STSUITE 4204FORT COLLINS, CO 80525
Business
1136 E STUART STSUITE 4204FORT COLLINS, CO 80525
Edgar EIN
474463471
Edgar Recent Filings
13F-HR2026-04-28 · 0001997650-26-000002
13F-HR2026-01-26 · 0001997650-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-07-07T03:10:42Z
Rdap Domain Last Changed
2024-06-15T09:26:47Z
Rdap Nameservers
Ns6553.hostgator.comNs6554.hostgator.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
3272402
Trust Company Affiliate
No

People (1)

1
CHRISTOPHER JAY BARR
Direct Owner · 87.5%
3272402