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OUTFITTER FINANCIAL
Legal name: OUTFITTERS FINANCIAL LLC
CRD 291413File 801-112316
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$157.7M
Bottom 25% of cohort (national)
Discretionary AUM
$157.7M
Clients
64
64 accounts
Employees
4
Below cohort median in ME
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 17, 2018
- Principal office
- 14 MAINE ST, SUITE 406, BRUNSWICK, ME, 04011
- Phone
- 978-865-3787
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $157.7M
- Discretionary AUM
- $157.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 64
- Non-discretionary accounts
- 0
- Total accounts
- 64
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $16.7M |
| Charitable organizations | Fewer than 5 | $5.5M |
| High net worth individuals | 23 | $125.1M |
| Individuals (other than high net worth individuals) | 35 | $10.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 69 | 64 | decreased by5 |
| Apr 1, 2026 | AUM | $156,872,594 | $157,697,840 | increased by$825,246 |
| Apr 1, 2026 | Accounts | 69 | 64 | decreased by5 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 86 | 69 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $169,942,850 | $156,872,594 | decreased by$13,070,256 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 119 | 69 | decreased by50 |
| Apr 1, 2022 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2022 | Clients | 81 | 86 | increased by5 |
| Apr 1, 2022 | AUM | $140,912,693 | $169,942,850 | increased by$29,030,157 |
| Apr 1, 2022 | Accounts | 114 | 119 | increased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OUTFITTER FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OUTFITTER FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.