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Leland Stanford Mccullough

Savvy

Sandy, UT

New York, NY

Blue Barn Wealth

Orem, UT

CRD 6560521

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Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-04-27
  • UT RA
    APPROVED
    Since 2026-04-27

Branch Locations

Sandy, UT • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Blue Barn Wealth

370 West Center Street, Orem, UT 84057 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-07-20
  • UT RA
    APPROVED
    Since 2023-07-20

Branch Locations

370 West Center Street, Orem, UT 84057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Captrust (Fka Knox Capital Advisors, Llc) Draper UT 08/2015 04/2018
Town Square Capital Provo UT 04/2018 12/2018
Fabian Vancott Salt Lake City UT 05/2018 08/2023
Blue Barn Wealth, Llc Orem UT 03/2023 Present
Cannon Holbrook, Cpa Draper UT 01/2018 04/2018
The Mccullough Group Salt Lake City UT 09/2023 Present
Capfinancial Securities, Llc Salt Lake City UT 03/2018 05/2018
Captrust Salt Lake City UT 02/2018 05/2018
Captrust (Fka Knox Capital Advisors, Llc) Draper UT 08/2016 12/2017
Savvy Orem UT 03/2026 Present
  • 08/2015 → 04/2018
    Captrust (Fka Knox Capital Advisors, Llc)
    Draper, UT
  • 04/2018 → 12/2018
    Town Square Capital
    Provo, UT
  • 05/2018 → 08/2023
    Fabian Vancott
    Salt Lake City, UT
  • 03/2023 → Present
    Blue Barn Wealth, Llc
    Orem, UT
  • 01/2018 → 04/2018
    Cannon Holbrook, Cpa
    Draper, UT
  • 09/2023 → Present
    The Mccullough Group
    Salt Lake City, UT
  • 03/2018 → 05/2018
    Capfinancial Securities, Llc
    Salt Lake City, UT
  • 02/2018 → 05/2018
    Salt Lake City, UT
  • 08/2016 → 12/2017
    Captrust (Fka Knox Capital Advisors, Llc)
    Draper, UT
  • 03/2026 → Present
    Orem, UT
Previous Registrations
  • 2018-02-01 → 2018-05-21
    Salt Lake City, UT
    Raleigh, NC
  • 2016-08-04 → 2017-12-31
    Knox Capital Advisors, Llc
    Draper, UT
Other Businesses

Blue Barn Wealth, LLC, Investment Related, 370 W Center St, Orem, UT 84057, serves as the DBA entity for work at Savvy Wealth, Advisor, 03/2026, 40/hours a week (duringtrading, same hours as role at Savvy - this is the DBA for this role). The McCullough Group; No; Salt Lake City, UT; Attorney; 09/2023; 146/ HRS MO; 146/ HRS MO

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-04
  • S66 Uniform Combined State Law Examination
    2016-08-04
Designations
  • Certified Financial Planner
Other Names
  • Stanford Mccullough
  • Leland Stanford Mccullough
  • Leland Stanford Mccullough

View on SEC IAPD

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