Stout Wealth Advisory Group, LLC
Firm details
- Headquarters
- Mechanicsburg, Pennsylvania
- CRD number
- 130631
- Website
- stoutwealthadvisory.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 registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional or business clients, providing financial planning alongside portfolio management for individuals, small businesses, and institutional entities. Fee arrangements include percentage-of-assets and fixed-fee engagements. The firm is not set up as a capital allocator and does not identify as an active ESG investor or a multi-state adviser in the provided data.
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
- Public Funds/Mutual Funds80%
- Cash & Cash Equivalents8%
- Exchange Traded Equities6%
- Non-Exchange Traded Equities5%
- Investment Grade Corp Bonds1%
Contacts
3 of 4
Matthew 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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