Outfitter Financial
Firm details
- Headquarters
- Brunswick, Maine
- CRD number
- 291413
- Registered since
- January 17, 2018
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.3%
- Corporations / Businesses10.58%
- Individuals6.63%
- Charitable Organizations3.48%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Outfitter Financial is an independent, SEC-registered registered investment adviser organized as an LLC in operation since 2018. The firm serves both individual and institutional clients and acts as a capital allocator, managing portfolios directly and selecting outside managers when appropriate. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of other advisers. Compensation is on a percentage-of-assets basis. The firm does not identify as an active ESG investor and is not presented as a multi-state or affiliated adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds12%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents5%
- US Government Bonds3%
Owners & executives
1 of 1Bryant Boston
Chief Compliance OfficerCRD 2964206
Contacts
1 of 1David Kenkel
Managing MemberCRD 1696748
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$16.3M in ETFs
100%
$16.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US SMALL-CAP ETF (SCHA) | Schwab | Passive | Small Blend | $4.8M | 133,661 | 29.59% |
Location
Brunswick, ME
Cumberland
Location
Brunswick, ME
Headquartered in Brunswick, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- Cumberland
- Address
- 14 Maine St
- Time zone
- ET (UTC-5)
- Office locations
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