Investment adviser · CRD 110094
OUTFITTER ADVISORS, LTD.
Investment adviser filing (IA)
MCLEAN, VA, United States · Form ADV filed Apr 30, 2018
- Regulatory AUM
- $401M Form ADV · Item 5.F
- Client accounts
- 359 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 118 | $358,600,000 | 89.4% |
| Retirement plans | 12 | $22,800,000 | 5.7% |
| Charities | 5 | $15,500,000 | 3.9% |
| Individuals | 17 | $4,600,000 | 1.1% |
Filing source
Form ADV 1212560 · Apr 30, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 30, 2018. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1497 CHAIN BRIDGE ROAD, SUITE 200MCLEAN, VA, 22101, United States
CRD 110094
Filing source
Form ADV 1212560 · Apr 30, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.