Outlier Financial Partners, LLC

Public-record details

Address

133 W Concho Ave, Suite 207, San Angelo, TX 76903

Phone

(325) 223-2800

Listed under

Financial planning, Flat / fixed fees, % of assets managed

CRD number

330474

Registration

State registered: TX

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees; Other (1.5% of Gross Annual Income. Min $100/month & Max $300/month)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$24.6 million

Accounts managed

376

Clients reported (Form ADV 5.D)

126

Individual / high-net-worth clients

111 / 15

Employees

3

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-02-06

State registered (TX) investment adviser, CRD 330474, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 330474 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.