Stout Capital Management LLC

RIASEC Registered

Total AUM

$76.9M

Discretionary

$76.9M

100% of AUM

Avg account

$699K

Accounts

110

Employees

Advisory reps

Firm details

Headquarters: Encinitas, California
CRD number: 120587
Website: www.stoutcapital.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.08%
Individuals8.71%
Charitable Organizations1.3%
Pension & Profit Sharing Plans0.91%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Stout Capital Management LLC is an independent registered investment advisor organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, providing fee-based financial planning and portfolio management specifically geared toward individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Stout does not position itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser in the source data.