O
CRD: 330474
Outlier Financial Partners, LLC
$24.6M Total AUM
$24.6M Disc. AUM
-- 3Y CAGR
3 Employees
146 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-07-2024
- Office Locations
- 1
Office Locations
133 W Concho AVE, Suite 207 SAN Angelo TX
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.
Team overview
27 AVG AGE
$8.2M AVG AUM / ADVISOR
$168.3K AVG AUM / CLIENT
0.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Levi Taylor Calhoun
Chief Financial Officer
- CRD
- #7729212
- Ownership
- 50% but less than 75%
Available
Available
Available
JUSTIN MICHAEL OWEN
Chief Executive Officer
- CRD
- #6395635
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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N
Nathan Granzin
--
- CRD
- #7876389
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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