O
CRD: 291413
Outfitter Financial
Brunswick, ME, 04011
9788653787
$157.7M Total AUM
$157.7M Disc. AUM
-2.2% 3Y CAGR
4 Employees
64 ADV. Clients
8 yrs Firm Age
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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-17-2018
- Office Locations
- 1
Office Locations
14 Maine ST Suite 406 Brunswick ME
About Outfitter Financial
Outfitter Financial is a Brunswick-based RIA. The firm has been operating for 8 years. Managing $157.7M in total assets under management, with 1 advisory representatives. They custody assets with RBC. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$157.7M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
4.3 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Pathway Oak ember Pioneer prime
Investment Themes
Quantum Focus
Investment Vehicles
Horizon catalyst
Services
Oak atlas Legacy radial
Owner & Executives
D
DAVID ANDREW KENKEL
Finance Manager, Managing Member
- CRD
- #1696748
- Ownership
- 75% or more
(588) 653-7823
quantum.timber@timbercapital.com
in linkedin.com/in/beacon-focus
B
BRYANT BOSTON
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(392) 380-1417
eagle.capital@radialcapital.com
in linkedin.com/in/radial-north
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,697,840 | $2,464,029 |
| Non-Discretionary | $0 | -- |
| Total | $157,697,840 | $2,464,029 |
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Separately Managed Accounts
Total SMA Asset: $157,697,840
Equity - Exchange:
12.8% Public Funds:
6.4% Corporate - Investment Grade:
13.8% Cash:
18.8% U.S. Government/Agency:
13.0% Corporate - Non-Investment Grade:
15.5% Municipal Bonds:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $371,678,207 | 12.8% |
| Public Funds | $185,839,104 | 6.4% |
| Corporate - Investment Grade | $400,715,567 | 13.8% |
| Cash | $545,902,367 | 18.8% |
| U.S. Government/Agency | $377,485,679 | 13.0% |
| Corporate - Non-Investment Grade | $450,079,079 | 15.5% |
| Municipal Bonds | $572,035,992 | 19.7% |
| Total | $2,903,735,995 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT ALPHA BRIDGE | CREST ATLAS | 8X54NW0IV | LRW | 5.41% | $2,346,349 |
| VERTEX RADIAL | FUSION BRIDGE | F6GSUWA4W | KFX | 11.55% | $108,831,023 |
| PATHWAY MATRIX OAK | OAK FRONTIER | 56XDN7CS0 | BOQ | 11.22% | $101,256,815 |
| SIGNAL BRIDGE | PIONEER NORTH | BERRSF4LG | JUNL | 1.90% | $70,170,642 |
| ALPHA FOCUS | ALPHA FOUNDATION | W8FSC0PAK | GDL | 3.82% | $4,820,529 |
| GLACIER MERIDIAN VECTOR | BRIDGE INSIGHT | PO98JULDY | RJAR | 2.44% | $90,841,458 |
| WAVE BEACON BEACON | PIONEER LEGACY | Q3RCUXOBB | VYPR | 2.79% | $55,444,183 |
| FUSION SUMMIT | UNISON UNISON | 8ZODU2YK8 | UVJU | 5.68% | $35,401,234 |