# Outbound Financial

> Outbound Financial is an SEC-registered investment advisory firm in Boulder, CO, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 287697
- Filed as: OUTBOUND FINANCIAL
- Legal name: Outbound Financial, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287697
- AdvisorCensus page: https://advisorcensus.com/firm/outbound-financial-boulder-co-287697

## Quick answers

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

**Where is Outbound Financial located?**
Outbound Financial's principal office is in Boulder, CO, according to its Form ADV.

**Is Outbound Financial registered with the SEC or a state?**
Outbound Financial is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 287697.

**How much does Outbound Financial manage?**
Outbound Financial reports $151,226,554 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have Outbound Financial's assets and staff changed since 2024?**
In the Form ADV data for Outbound Financial: Regulatory assets under management: $100,084,439 in the October 2024 data and $151,226,554 in the October 2026 data, up 51%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Outbound Financial serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (90); individuals (other than high net worth individuals) (60).

**Which custodians does Outbound Financial use?**
Outbound Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Outbound Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287697

**Does Outbound Financial state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "OF, Inc. does not have a minimum account size requirement."

**What changed in Outbound Financial's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $117,745,234 to $151,226,554 (+28%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: None

> OF, Inc. does not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $151,226,554
- Discretionary: $151,226,554
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $8,972,008 |
| High net worth individuals | 90 | $142,254,546 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- outboundfinancial.com
- X @OUTBNDFINANCIAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $100,084,439 | 1 | September 9, 2024 |
| October 2025 | $117,745,234 | 1 | March 28, 2025 |
| October 2026 | $151,226,554 | 1 | March 6, 2026 |

Regulatory assets under management: $100,084,439 in the October 2024 data and $151,226,554 in the October 2026 data, up 51%.
Total employees: 1 in October 2024 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $117,745,234 to $151,226,554 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Outbound Financial (CRD 287697): Form ADV filing data as of October 2026.