STOUT CAPITAL MANAGEMENT LLC

Overview

Stout Capital Management LLC is an independent RIA that serves individual and family clients and small-business owners. The firm operates primarily on a discretionary basis and structures fees as a mix of percentage-of-AUM, hourly charges and fixed fees. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses rather than institutional or pension consulting. Investment activity is centered on pooled public funds — mutual funds make up the bulk of assets under management — which suggests a manager preference for diversified, professionally managed exposures rather than concentrated single-stock strategies or broad use of separate-account direct equities. Stout Capital is not an ESG-focused investor, does not position itself as a capital allocator to third-party private managers, and is set up as a single-owner LLC.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices