CRD: 130631
Stout Wealth Advisory Group, LLC
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-12-2004
- Office Locations
- 1
Office Locations
About Stout Wealth Advisory Group, LLC
Stout Bowman is an independent investment adviser that leads with a comprehensive financial planning process before making investment recommendations. The team serves individuals and families (including business owners) on retirement planning, Social Security/Medicare decisions, estate and insurance needs, and portfolio construction using ETFs, mutual funds, index and fixed-income allocations. They custody with Charles Schwab and use a Social Security modeling tool that evaluates hundreds of claiming options, coordinating with clients’ CPAs/attorneys when desired.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW ALLEN STOUT
Chief Compliance Officer, Financial Advisor, General Partner, Managing Partner
- CRD
- #3048211
- Ownership
- 75% or more
SANDRA LYNN TURNER
--
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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David Michael Rudy
--
- CRD
- #8195504
PAUL CHARLES VOLLMAR
Investment Advisor Representative
- CRD
- #4839915
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,070,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,070,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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