RIA IntelAdvisersUtahOUTPOST ADVISORS, LLC

OUTPOST ADVISORS, LLC

Advisory

UT

Data as of Jan 12, 2026 · Source: SEC Form ADV

Rank in UT
#204
of 249 advisers by AUM
Average account
$141K
across 499 accounts
AUM per adviser
$35M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM
$71M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$71M
Discretionary AUM$66M
Non-Discretionary AUM$5M
Discretionary %93.6%
Total Clients126
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CO, KY, OH, TX, UT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

HOLMAN INVESTMENTS AND PLANNING, LLC
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+31.4% 1Y
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-5.0% 1Y
SORENSON PARTNERS, LLC
LEHI, UT
$68M
-38.9% 1Y
WEST RIM CAPITAL SCP MANAGEMENT, L.P.
LEHI, UT
$68M
-38.9% 1Y
CONNECT FINANCIAL, LLC
$67M
JEMICO, INCORPORATED
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$75M
+0.8% 1Y

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