Stout Capital Management LLC
Firm details
- Headquarters
- Encinitas, California
- CRD number
- 342154
- 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 adviser organized as a limited liability company that focuses on serving individuals and families. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and pension-consulting offerings. The firm uses a mix of fee arrangements — percentage of assets under management, hourly billing, and fixed fees — rather than operating as a capital allocator or running external private funds. The firm does not identify as an active ESG investor.
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
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, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 721 N Vulcan Ave
- Time zone
- PT (UTC-8)
- Office locations
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