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OUTRUNNER CAPITAL, LLC

AUSTIN, TX · CRD 331377 · IAPD ↗ · outrunnercapital.com · 512-649-3192

$498.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
26-50Planning clients
6Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — OUTRUNNER CAPITAL, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — OUTRUNNER CAPITAL, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
67
April 2026 — OUTRUNNER CAPITAL, LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2026 — OUTRUNNER CAPITAL, LLC reported RAUM up 114% ($233.2M -> $498.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — OUTRUNNER CAPITAL, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2025 — OUTRUNNER CAPITAL, LLC reported RAUM up 36% ($172.0M -> $233.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — OUTRUNNER CAPITAL, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
October 2024 — OUTRUNNER CAPITAL, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
October 2024 — OUTRUNNER CAPITAL, LLC now reports custody of client assets ($7.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
October 2024 — OUTRUNNER CAPITAL, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
October 2024 — OUTRUNNER CAPITAL, LLC now reports 1 private fund(s) ($7.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
95
June 2024 — OUTRUNNER CAPITAL, LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.