Stout Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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)
Financial planning and consulting services at hourly rate starting from $400/hr; possible hourly fees for one-time setup fees
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
721 N Vulcan Ave, Ste 206
Encinitas CA 92024
Advisors at this office
2
Most active in
California
Also doing business as
Stout Capital Asset Management, LLC · Stout Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
Advisors at this firm
Gary S
Series 65
Encinitas, CA
Stout Capital Management LLC
Gary Stout is a financial advisor at Stout Capital Management LLC with 24 years of industry experience. He holds a Series 65 designation and has been with Stout Capital Management since 2002. 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 an investment approach based on modern portfolio theory, asset allocation, global diversification, and passive, low-cost mutual funds and ETFs.
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.
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