Outflyers LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Outflyers LLC provides discretionary asset management and financial planning and consulting to individuals, high‑net‑worth clients, charitable organizations, and business entities. In addition to portfolio management, the firm publishes educational periodicals and newsletters intended for the public.
The firm tailors investment strategies to each client’s goals, time horizon, and risk tolerance, drawing on fundamental and cyclical analysis and using approaches that may include long‑term purchases and options writing; accounts are generally managed on a discretionary basis with periodic (typically quarterly) reviews and portfolio monitoring. Clients may impose written investment restrictions and the firm documents objectives and rebalancing targets in client files.
Distinctive aspects include the firm’s combination of an asset‑management practice with an hourly‑billed financial planning service and its public educational publications—features that are uncommon among peers in this category. The firm’s controlling member maintains an outside product‑management role at a technology company (disclosed in the brochure) and, at the time of filing, reported no client assets under management.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Options & derivatives strategies
Fee options
0.25% annually
$300 per hour for financial planning
Account minimum: $10,000
Main office location
Outflyers LLC
Orinda CA, United States
Number of offices
1
Most active in
Outflyers LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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