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Outstanding Value Financial Management, LLC (Asheville)


Outstanding Value Financial Management, LLC is an adviser based in Asheville. It manages $56 million of regulatory assets for 59 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida, Michigan, and North Carolina.




Outstanding Value Financial Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Outstanding Value Financial Management: assets under management

The assets under management (AUM) of Outstanding Value Financial Management, LLC is $56 million. The firm's AUM has grown by 1636% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9 million in discretionary accounts and $47 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $300 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.62 million.
Outstanding Value Financial Management has custody of $4.2 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Outstanding Value Financial Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Asheville

The principal office where Outstanding Value Financial Management, LLC performs its advisory services is located at 15 Landsdowne Court, Asheville, NC 28803, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 828-490-1746 or by fax 815-550-1626. The normal business hours are 8:00 -5:00 est on Monday - Friday.


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