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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-17-2018
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between August 19, 2025 and March 24, 2026, reported AUM increased 0.5%, from $156.9M to $157.7M.
Across 5 reported observations, AUM decreased 7.2% between November 4, 2022 and March 24, 2026, from $169.9M to $157.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 64 clients, or 64 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DAVID ANDREW KENKEL
Finance Manager, Managing Member
- CRD
- #1696748
- Ownership
- 75% or more
BRYANT BOSTON
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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| 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
SMA allocation detail is available
Outfitter Financial has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Outfitter Financial's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.