STOUT WEALTH ADVISORY GROUP, LLC
Firm details
- Headquarters
- MECHANICSBURG, Pennsylvania
- CRD number
- 130631
- Website
- www.stoutbowman.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals61.12%
- HNWI23.67%
- Other Investment Advisers14.71%
- Charitable Organizations0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Stout Wealth Advisory Group, LLC is an independent, individually owned registered investment adviser focused on fee-based relationships with individuals, families and institutional clients. The firm delivers financial planning and portfolio management for individuals, small businesses and institutional entities. Its fee model includes both AUM-based fees and fixed fees. Stout does not present itself as an ESG-focused or multi-state adviser in the available filings.
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
- Public Funds/Mutual Funds80%
- Cash & Cash Equivalents8%
- Exchange Traded Equities6%
- Non-Exchange Traded Equities5%
- Investment Grade Corp Bonds1%
Contacts
3 of 4MATTHEW STOUT
Managing PartnerCRD 3048211
SANDRA TURNER
CRD 5215331
David Rudy
Investment Advisor RepresentativeCRD 8195504
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MECHANICSBURG, PA
CUMBERLAND
Location
MECHANICSBURG, PA
Headquartered in MECHANICSBURG, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- CUMBERLAND
- Address
- 555 Gettysburg Pike
- Time zone
- ET (UTC-5)
- Office locations
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