Stout Capital Management LLC

RIASEC Registered
Total AUM
$76.7M
Discretionary
$76.7M
100% of AUM
Avg account
$691K
Accounts
111
Employees
2
Advisory reps
2

Firm details

Headquarters
Encinitas, California
CRD number
342154
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 5%, Cash & Cash Equivalents 2%, State & Local Bonds 1%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Gary Stout

    Gary Stout

    CEO & FounderCRD 4532837

Contacts

1 of 1
  • Thomas Stout

    Thomas Stout

    PresidentCRD 4532839

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth