SourcingSourcing

OUTFITTERS FINANCIAL LLC

A77
CRD 291413·SEC 801-112316·BRUNSWICK, ME
AUM
$157.7M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$473K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OUTFITTERS FINANCIAL LLC
CRD
291413
SEC file #
801-112316
EIN
823390345
DBA names
Outfitter Financial

Economics

AUM
$157.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$114.6M → $157.7M▲ +38%
Client mix
Individuals Other35
Individuals High Net Worth23
Charitable Organizations3
Corporations3

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
3 advisors → 1 advisors▼ -67%
Primary office
BRUNSWICK ME
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisersOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KENKEL, DAVID, ANDREW
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KENKEL, DAVID, ANDREW
BOSTON, BRYANT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001846505
Edgar Registered
Yes
Edgar Filing Count
25
Edgar First Filing Date
2021-02-18
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
23
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001705819-26-000026
Edgar Former Names
Outfitter Financial LLC
OUTFITTER FINANCIAL LLC

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2784
Soi Zip Pct 200k Plus
0.0847
Soi Zip Returns 200k Plus
940
Soi Zip Total AGI
986,127
Fdic Zip Total Deposits
19,179,616,000
Fdic Zip Branch Count
434
Fdic Zip Top Banks
Androscoggin Savings Bank
Bath Savings Institution

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
14 MAINE STREETSUITE 406BRUNSWICK, ME 04011
Business
14 MAINE STREETSUITE 406BRUNSWICK, ME 04011
Edgar EIN
823390345
Edgar Recent Filings
13F-HR2026-04-21 · 0001705819-26-000026
13F-HR2026-01-28 · 0001705819-26-000016
Fdic Zip Branches Raw
Key Bank of MaineBrunswick, ME
Key Bank of MaineBrunswick, ME
Fdic Zip HHI
762.11
Fdic Zip Top Bank Share Pct
13.17
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI29,981
Returns2,580
Stub 2
AGI91,197
Returns2,420
Stub 3
AGI113,804
Returns1,850
Soi Zip Total Business Income
38,381
Soi Zip Total Cap Gains
57,711
Soi Zip Total Dividends
36,888
Soi Zip Total Returns
11,100
Top Owner CRD
1696748
Trust Company Affiliate
No

People (2)

2
KENKEL, DAVID, ANDREW
IAR · Direct Owner · 87.5%
1696748
BOSTON, BRYANT
Executive Officer · 2.5%
2964206