CRD: 132339
Outlook Capital Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-10-2005
- Office Locations
- 1
Office Locations
About Outlook Capital Management, LLC
Outlook Capital Management is a boutique, founder-led investment manager serving retail clients with discretionary, value-oriented U.S. equity portfolios. The team applies an owner’s mindset—closely studying businesses and buying large, financially strong companies when they face “big problems,” then holding patiently as fundamentals improve and trimming when sentiment turns optimistic. Strategies are delivered primarily via ETF-based SMAs, with Fidelity/NFS as a key custodian.
Reported data analysis
What the numbers show
Between May 1, 2025 and March 16, 2026, reported AUM increased 45.3%, from $101.4M to $147.4M.
Across 4 reported observations, AUM increased 317.1% between March 31, 2011 and March 16, 2026, from $35.3M to $147.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 90 clients, or 45 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Vehicles
- Technology
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Owner & Executives
DAVID ANDREW RAUB
Chief Compliance Officer, Managing Member, President
- CRD
- #2339936
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,352,953 | $871,911 |
| Non-Discretionary | $0 | -- |
| Total | $147,352,953 | $871,911 |
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Separately Managed Accounts
SMA allocation detail is available
Outlook Capital Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Outlook Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.