CRD: 330474
Outlier Financial Partners, LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-07-2024
- Office Locations
- 1
Office Locations
About Outlier Financial Partners, LLC
Outlier Financial Partners is a San Angelo, TX RIA providing goal-based financial planning and ongoing wealth coaching for individuals and families from first-time investors through retirement. Portfolios are implemented primarily with ETFs alongside cash and taxable bond sleeves, and the firm works with SEI for custody/clearing.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 146 clients, or 48.7 clients per representative. That equates to $168.3K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on February 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
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Outlier Financial Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Levi Taylor Calhoun
Chief Financial Officer
- CRD
- #7729212
- Ownership
- 50% but less than 75%
JUSTIN MICHAEL OWEN
Chief Executive Officer
- CRD
- #6395635
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Nathan Granzin
--
- CRD
- #7876389
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,576,291 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,576,291 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Outlier Financial Partners, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.