$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-22-2025
- Office Locations
- 1
Office Locations
12856 N HWY 183 Suite B #2063 Austin TX
About OFF-Trail Works LLC
Off-Trail Financial (Off-Trail Works LLC) is a fee-only fiduciary RIA providing financial planning and investment management for business owners, serving clients in Texas and Wisconsin. Led by founder and CCO Brandon Hinneberg, the firm primarily implements portfolios using public funds and ETFs and custodies through Altruist.
Team overview
-- AVG AGE
$9.0M AVG AUM / ADVISOR
$428.3K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Brandon Nicholas Hinneberg
Chief Compliance Officer, Managing Member
- CRD
- #7044416
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,995,090 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,995,090 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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