# OFF the Beaten Path Financial

> OFF the Beaten Path Financial is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 323401
- Filed as: OFF THE BEATEN PATH FINANCIAL
- Legal name: OFF the Beaten Path Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Montana
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323401
- AdvisorCensus page: https://advisorcensus.com/firm/off-the-beaten-path-financial-323401

## Quick answers

**How is OFF the Beaten Path Financial compensated?**
On its Form ADV (Item 5.E, October 2026), OFF the Beaten Path Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is OFF the Beaten Path Financial registered with the SEC or a state?**
OFF the Beaten Path Financial is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323401.

**How much does OFF the Beaten Path Financial manage?**
OFF the Beaten Path Financial reports $6,103,056 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary).

**What types of clients does OFF the Beaten Path Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29).

**Does OFF the Beaten Path Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323401

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $6,103,056
- Discretionary: $6,103,056
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $3,424,569 |
| High net worth individuals | Fewer than 5 | $2,678,487 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- obpfinancial.com
- Facebook @Ryan-Sullivan-PE-Financial-Business-Planner
- Instagram @obpfinancial
- Instagram @ryansullivan.pe
- LinkedIn @off-the-beaten-path-financial
- X @investorsully
- YouTube @ryansullivanpe

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. OFF the Beaten Path Financial (CRD 323401): Form ADV filing data as of October 2026.