Stout Capital Management LLC

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Client assets under management

$75,200,000

Clients

61% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$2,088,889

About

Stout Capital Management LLC provides investment management, comprehensive wealth management, and financial planning to individuals, trusts and company retirement plans. The firm serves both middle and high-net-worth clients and also acts as a fiduciary advisor and 3(38) plan consultant to plan sponsors.

The firm’s investment approach is grounded in modern portfolio theory, asset allocation, global diversification and passive, low-cost mutual funds and ETFs, with portfolios customized to each client’s risk tolerance and reviewed periodically. SCM states it uses institutional managers such as DFA and Vanguard for client and plan assets and emphasizes long-term, risk‑adjusted outcomes.

Notable features include a compact, two‑adviser team managing about $76.9 million for roughly 36 clients, reflecting a relatively high asset-per-client focus and a range of service models (wealth management, a separate small‑accounts program, and hourly consulting). The firm operates as a fee‑only independent RIA, partners with a third party for retirement plan execution, and routinely recommends a single primary custodian for client accounts.

Client services

Financial planning Portfolio management

Expertise

Wealth management Charitable giving & philanthropy Cash flow / budgeting

Fee options

Percentage

$0 - $500,000: 1.25% (Investment Management clients, up to $5,000 annual max) $0 - $1,000,000: 1.00% (Wealth Management clients) $1,000,001 - $3,000,000: 0.85% (Wealth Management clients) $3,000,001 - $5,000,000: 0.60% (Wealth Management clients) $5,000,000+: 0.45% (Wealth Management clients) $0 - $4,000,000: 0.50% (Qualified Retirement Plan Services for plan sponsors) $4,000,001 - $8,000,000: 0.30% (Qualified Retirement Plan Services for plan sponsors) $8,000,000+: 0.10% (Qualified Retirement Plan Services for plan sponsors)

Project-based

Financial planning and consulting services at hourly rate starting from $400/hr; possible hourly fees for one-time setup fees

Other

Account minimum: $500,000 minimum for Wealth Management clients; Investment Management services available for accounts under $500,000 Minimum fee: $5,000 minimum annual fee for Wealth Management services; $2,000 minimum annual fee for Investment Management (small accounts) Fee-only: Fee-only advisory firm; no commissions accepted

Main office location

Stout Capital Management LLC

721 N Vulcan Ave, Ste 206

Encinitas CA 92024, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 760-230-8744

Advisors at this firm

Gary S

Series 65

Encinitas, CA

Stout Capital Management LLC

Gary Stout is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with Stout Capital Management LLC since 2002, where he is one of two advisors at the firm. Stout Capital Management LLC provides investment management, comprehensive wealth management, and financial planning services to individuals, trusts, and company retirement plans. The firm serves both middle and high-net-worth clients and uses a portfolio approach grounded in modern portfolio theory, global diversification, and passive, low-cost mutual funds and ETFs.

Wealth management Charitable giving & philanthropy Cash flow / budgeting

Thomas S

CFP®, Series 65

Encinitas, CA

Stout Capital Management LLC

Thomas Stout is a CFP® and Series 65 registered financial advisor with 12 years of industry experience. He has been with Stout Capital Management LLC since 2013, where he is one of two advisers at the firm. Stout Capital Management LLC provides investment management, comprehensive wealth management, and financial planning services to individuals, trusts, and company retirement plans. The firm serves both middle and high-net-worth clients, using a portfolio approach based on modern portfolio theory, asset allocation, and global diversification with low-cost mutual funds and ETFs.

Wealth management Charitable giving & philanthropy Cash flow / budgeting

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