Clout Inc. Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$20,000 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.25% $2,000,000+: 1.00%
IA Reps may receive commissions for sale of securities and insurance products separate from advisory fees.
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
See office4890 E Scarlett St
Tucson AZ 85711
Advisors at this office
1
Offices (2)
Most active in
Arizona
Also doing business as
Clout Inc. Advisers · Clout Inc. Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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 Series 63, Series 65, and Series 66 designations and has worked at Cloutier, Michael F. from 1998 to 2009 and Clout, Inc. since 1990. 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, focusing on special situations and turnaround candidates, and offers discretionary portfolio management alongside financial planning and business consultations.
David O
Series 63, Series 66
Tucson, AZ
Clout Inc. Advisors
David Oase is a financial advisor at Clout Inc. Advisors in Tucson, Arizona, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has operated Oase Financial Services, LLC for 17 years, alongside running a CPA and tax preparation business since 1992. Outside of finance, he owns multiple aviation-related businesses leasing hangars 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 focusing on special situations and turnaround opportunities, managing portfolios on a discretionary basis with quarterly performance reviews and annual in-person meetings.
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