RIA Intel›Advisers›Texas›OUTLIER FINANCIAL PARTNERS, LLC

OUTLIER FINANCIAL PARTNERS, LLC

Advisory

SAN ANGELO, TX

Data as of Feb 6, 2026 · Source: SEC Form ADV

Rank in TX

#2,064

of 2,813 advisers by AUM

Average account

$65K

across 376 accounts

AUM per adviser

$8M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients126

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJanuary

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

126 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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