$70.5M Total AUM
$66.0M Disc. AUM
-- 3Y CAGR
2 Employees
128 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-26-2019
- Office Locations
- 2
Office Locations
-- Cincinnati OH
-- Holladay UT
About Outpost Advisors, LLC
Outpost Advisors is a fee-only fiduciary RIA focused on helping families build multi-generational wealth through goals-based financial planning and portfolio management. The firm emphasizes a structured purpose/vision/resources process and keeps implementation costs low; portfolios are primarily ETF-based, with custody including Altruist.
Team overview
45 AVG AGE
$35.3M AVG AUM / ADVISOR
$550.8K AVG AUM / CLIENT
6.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Mark Parrett
Chief Compliance Officer, PRINCIPAL
- CRD
- #7070828
- Ownership
- 75% or more
Available
Available
Available
Steven Manuel
Principal
- CRD
- #7070829
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,985,365 | -- |
| Non-Discretionary | $4,515,454 | -- |
| Total | $70,500,819 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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