Outlook Capital Management, LLC
Firm details
- Headquarters
- Arlington Heights, Illinois
- CRD number
- 132339
- Registered since
- May 7, 2025
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.81%
- Individuals3.19%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Outlook Capital Management, LLC is an independent, SEC-registered RIA organized as an LLC and owned by an individual. The firm bills advisory fees as a percentage of assets under management and focuses its practice on portfolio management for individuals and small businesses. Its reported client base is individual and family clients. Outlook does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not structured as a capital allocator, though it does invest in third-party alternative funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Contacts
1 of 1David Raub
PresidentCRD 2339936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$549K in ETFs
100%
$549K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND (VNQ) | Vanguard | Passive | Real Estate | $106K | 1,102 | 19.37% |
Location
Arlington Heights, IL
Cook
Location
Arlington Heights, IL
Headquartered in Arlington Heights, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 125 S Wilke Rd
- Time zone
- CT (UTC-6)
- Office locations
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