O
Outfitter Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$157,697,840
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
58
40% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
58
Average account size
$2,718,928
About
Outfitters Financial LLC is a fee‑only, registered investment adviser that manages approximately $158 million in discretionary assets for a concentrated client base composed primarily of individual and high‑net‑worth clients, and also advises entities such as trusts and foundations. Its services center on portfolio management and may include the use of third‑party sub‑advisors and supplemental consulting on non‑securities holdings and retirement planning.
The firm takes a discretionary, asset‑allocation approach that emphasizes equities, fixed income, mutual funds and ETFs, and applies both fundamental and technical analysis to guide portfolio decisions. It maintains a custodial relationship with a national custodian for execution and reporting, uses block order aggregation for trade execution, and—uncommonly among peers—permits borrowing within separately managed accounts.
Notable distinctions disclosed in the brochure include the firm’s involvement in recommending private placement investments in a family‑owned company (with a disclosed conflict of interest) and its provision of bespoke consulting beyond standard portfolio management. The firm also discloses the ability to negotiate fee arrangements and to delegate portions of accounts to sub‑advisors, practices that shape how it supervises and reports on client portfolios.
Client services
Portfolio management
Selection of other advisers
Investment consulting
Expertise
Wealth management
Private / alternative investments
Fee options
Fixed annual consulting fees ranging from $25,000 to $100,000
$0 - $5,000,000: 1.50% annually $5,000,001 - $10,000,000: 0.75% annually
$150 to $300 per hour for additional consulting services
Account minimum: $1,000,000 Fee-only: Fee-only registered investment advisor; fees based on asset management
Main office location
Outfitter Financial
14 Maine St, Suite 406
Brunswick ME 04011, United States
Number of offices
2
Most active in
Outfitter Financial has reported serving >5 clients in these states in the last 12 months.
California · Florida · Louisiana · Maine · Maryland · Massachusetts · Montana · Texas · Virginia · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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