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- Custodian
- Charles Schwab & Company ยท Great-West Trust
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-13-2017
- Office Locations
- 1
Office Locations
About Outbound Financial
Outbound Financial is a Boulder, CO fee-only firm providing financial planning and investment management for young professionals and families. Founder Steve Nading emphasizes clear, minimalist decision-making, coordinates career/life/financial goals, and provides secure online access to client finances. Investment work centers on active asset allocation using mutual funds and fixed income, with custody at Schwab.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 6, 2026, reported AUM increased 28.4%, from $117.7M to $151.2M.
Across 3 reported observations, AUM increased 51.1% between September 9, 2024 and March 6, 2026, from $100.1M to $151.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 245 clients, or 245 clients per representative. That equates to $617.3K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
Steven Jeffrey Nading
Chief Compliance Officer, Founder, President
- CRD
- #6761444
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,226,554 | $357,510 |
| Non-Discretionary | $0 | -- |
| Total | $151,226,554 | $357,510 |
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Separately Managed Accounts
SMA allocation detail is available
Outbound Financial has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.