Jonathan Levy is a registered investment advisor at Outrunner Capital, LLC, based in Austin, TX, with 10 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 12 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Outrunner Capital offers investment management services for an annual fee based on the amount of assets they manage or fixed fees. The fee is negotiated and agreed upon by the client and can be presented as a fee schedule or fixed fee. The annual fee is prorated and charged quarterly, in arrears, based upon the market value of the assets being managed. Alternatively, Outrunner may charge a fixed fee for investment management services, individually negotiated based on factors like portfolio size and services rendered. There is a minimum annual fee of $300,000 and a minimum portfolio value of $50,000,000.
Location
3500 Oakmont Blvd., Ste. 100, Austin, TX, 78731
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Outrunner Capital, LLC
Previous Registrations
Brown Advisory
Oxbow Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.