$76.9M Total AUM
$76.9M Disc. AUM
-- 3Y CAGR
2 Employees
36 ADV. Clients
23 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-29-2002
- Office Locations
- 1
Office Locations
721 N Vulcan AVE, STE 206 Encinitas CA
About Stout Capital Management LLC
Stout Capital Management (SCM) is an independent, fee-only RIA providing fiduciary wealth management and financial planning for individuals and families—from newlyweds through retirees—plus design and ongoing management of employer 401(k) and other qualified plans. Uses technology and science-based investment practices with a no-commission process; custodies assets on Altruist.
Team overview
74 AVG AGE
$38.5M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
18.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
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Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
THOMAS G. STOUT
President
- CRD
- #4532839
- Ownership
- 75% or more
Available
Available
Available
G
GARY R. STOUT
Chief Executive Officer, Founder
- CRD
- #4532837
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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