Clout Capital
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 327315
- Registered since
- August 23, 2024
- Website
- www.cloutcapital.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Clout Capital is a limited liability company that provides financial planning and discretionary and non-discretionary portfolio management to individuals, small businesses, and business or institutional clients. The firm is registered with the SEC (registered in 2024). Its fee arrangements include both a percentage-of-assets model and fixed fees. Clout Capital does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
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
- Other99%
- Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 78 Sw 7th St
- Time zone
- ET (UTC-5)
- Office locations
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