Off-Trail Works LLC

Off-Trail Works LLC is a fee-only investment adviser registered with the securities regulators of New York, Texas, Wisconsin, with its main office in Austin, Texas. On its latest Form ADV, filed January 15, 2026, it reports $9.0M in regulatory assets under management, 21 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: New York, Texas, Wisconsin
Firm CRD number	337378
Office	12856 N Hwy 183 Suite B #2063 Austin, TX 78750
Phone	(414) 531-1305
Website	offtrailfinancial.com
Regulatory assets under management	$9.0M
Individual clients	21 non-high-net-worth, 0 high-net-worth
Financial planning clients	11-25
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	January 15, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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