Outlier Financial Partners, LLC

Overview

Outlier Financial Partners, LLC is an independent registered investment adviser focused on individuals and families, with a service mix centered on financial planning and portfolio management for individual and small-business clients. The firm runs a fee model that includes percentage-of-AUM billing alongside fixed fees and other arrangements, and it operates as an individually owned LLC rather than as a capital allocator or multi-state advisory network. Investment activity shows a clear tilt toward equities, with a pronounced allocation to non-exchange traded equity positions. That emphasis points to a strategy that blends publicly traded core holdings with unlisted or restricted-equity exposures — likely private placements, pre-IPO stakes, or other non-ETF/listed stock positions — rather than a pure passive ETF-only approach. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices