Stout Capital Management LLC
Firm details
- Headquarters
- Encinitas, California
- CRD number
- 342154
- Website
- www.stoutcapital.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.31%
- Individuals8.47%
- Charitable Organizations1.3%
- Pension & Profit Sharing Plans0.91%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Stout Capital Management LLC is an independent registered investment advisory firm organized as an LLC that focuses on serving individuals and families. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its fees are a mix of percentage-of-AUM billing plus hourly and fixed-fee arrangements. FINTRX data indicate the adviser is not a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state or newly formed adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds92%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1
Gary Stout
CEO & FounderCRD 4532837
Contacts
1 of 1
Thomas Stout
PresidentCRD 4532839
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Encinitas, CA
San Diego
Location
Encinitas, CA
Headquartered in Encinitas, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 721 N Vulcan Ave
- Time zone
- PT (UTC-8)
- Office locations
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