OFF THE BEATEN PATH FINANCIAL

OFF THE BEATEN PATH FINANCIAL is an SEC-registered investment adviser (CRD 323401). Regulatory assets under management: $6.1M.

Registration

• CRD: 323401
• Type: Registered investment adviser
• Phone: (406) 414-9916
• Latest filing: 2026-02-16
• Regulatory AUM: $6.1M
• Discretionary AUM: $6.1M
• Clients: 1
• Accounts: 76

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323401 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search