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Clout Inc. Advisors

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Client assets under management

$8,000,000

Clients

60

0% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

30

Low

Average account size

$133,333

About

The firm provides investment advisory services to individuals, trusts, estates, business entities and profit‑sharing plans and manages roughly $8 million for about 60 clients. Services include discretionary portfolio management, financial planning (comprehensive or focused), and business consultations separate from securities advice.

Investment decisions follow a bottom‑up value discipline with a “buy low, sell high” emphasis, searching for special situations and turnaround candidates and using fundamental, technical and cyclical analysis alongside asset‑allocation and occasional option strategies. Portfolios are managed on a discretionary basis with quarterly performance reviews, annual in‑person reviews offered to managed clients, and client ability to impose investment restrictions.

Notably, the firm’s principal business activities include selling insurance and securities and the firm may recommend and receive commissions on insurance and certain products, a relationship disclosed in the brochure and creating a potential conflict of interest. The firm also conducts occasional no‑fee educational seminars or workshops and, rather than specializing in high‑net‑worth clients, operates with modest account minimums and a relatively small client base.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Active portfolio management Concentrated stock management Options & derivatives strategies Wealth management

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Fee options

Percentage

$20,000 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.25% $2,000,000+: 1.00%

Commissions

IA Reps may receive commissions for sale of securities and insurance products separate from advisory fees.

Other

Account minimum: $5,000 Minimum fee: Minimum annual fee of $50.00 Fee-only: Advisory fees based on assets under management; no commissions charged for advisory services.

Main office location

Clout Inc. Advisors

4890 E Scarlett St

Tucson AZ 85711, United States

Number of offices

1

Most active in

More info

Arizona

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

520-745-0755

Advisors at this firm

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user avatar

Michael C

Series 63, Series 65, Series 66

Tucson, AZ

Clout Inc. Advisors

Michael Cloutier is a financial advisor at Clout Inc. Advisors in Tucson, AZ, with 38 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has been associated with his current firm and related entities since 1990. Clout Inc. Advisors provides investment advisory services to individuals, trusts, estates, business entities, and profit-sharing plans, managing approximately $8 million for around 60 clients. The firm follows a bottom-up value investment approach with a focus on special situations and turnaround candidates, offering discretionary portfolio management alongside financial planning and business consultations.

Active portfolio management Concentrated stock management Options & derivatives strategies Wealth management
user avatar

David O

Series 63, Series 66

Tucson, AZ

Clout Inc. Advisors

David Oase is the sole advisor at Clout Inc. Advisors in Tucson, AZ, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has operated Oase Financial Services, LLC since 2006 and has been running David Oase CPA PC, a CPA and tax preparation business, since 1992. Outside of financial advising, he owns multiple aviation-related businesses that lease hangars to airplane owners at Ryan Field near Tucson. Clout Inc. Advisors provides investment advisory services to individuals, trusts, estates, business entities, and profit-sharing plans, managing approximately $8 million for about 60 clients. The firm employs a bottom-up value investment approach with discretionary portfolio management, financial planning, and business consultations.

Active portfolio management Concentrated stock management Options & derivatives strategies Wealth management
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