Stout Capital Management LLC
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About
Stout Capital Management LLC is a fee-only, state-registered investment adviser that provides investment management and financial planning to individuals, trusts and estates, company retirement plans, and charitable organizations. The firm manages a multi-million-dollar asset base and offers wealth management, a separate investment-management track for smaller accounts, and standalone financial-planning or hourly consulting engagements.
The firm constructs customized portfolios based on modern portfolio theory, strategic asset allocation, global diversification, and low-cost mutual funds and ETFs (including DFA and Vanguard), with implementation tied to each client’s risk tolerance and time horizon. In addition to individual portfolio management, Stout Capital provides qualified retirement plan consulting and can serve in a 3(38) fiduciary capacity for plan sponsors, with outsourced recordkeeping and TPA relationships.
Distinctive features include the availability of hourly financial-planning and consulting arrangements alongside percentage-based asset management, and a client mix that explicitly includes both non‑high‑net‑worth and high‑net‑worth individuals as well as charitable and pension/profit‑sharing plan clients. The firm operates as a fee-only adviser, does not act as a private fund adviser, and emphasizes transparent, institutional‑style use of low‑cost funds and outsourced plan administration.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% up to $5,000 annual maximum $500,000 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.60% $5,000,000+: 0.45%
Starting from $400 per hour for financial planning and consulting services
Account minimum: $500,000 Minimum fee: $2,000 minimum annual fee for Investment Management clients (small accounts) Fee-only: Yes, independent fee-only firm; no commissions accepted
Main office
721 N Vulcan Ave. Ste 206
Encinitas CA 92024
Advisors at this office
2
Most active in
California
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 the founder of Stout Capital Management LLC and holds a Series 65 designation with 24 years of industry experience. He has led his firm since 2002, focusing on investment management and financial planning. Stout Capital Management LLC is a fee-only, state-registered investment adviser serving individuals, trusts and estates, company retirement plans, and charitable organizations. The firm emphasizes customized portfolios using modern portfolio theory, strategic asset allocation, global diversification, and low-cost mutual funds and ETFs, with services that include separate investment management for smaller accounts as well as hourly financial-planning and consulting engagements.
Thomas S
CFP®, Series 65
Encinitas, CA
Stout Capital Management LLC
Thomas Stout is a Certified Financial Planner (CFP®) with 13 years of experience and is the principal of Stout Capital Management LLC, where he has worked since 2013. The firm is a fee-only, state-registered investment adviser serving individuals, trusts, estates, company retirement plans, and charitable organizations. Stout Capital Management constructs customized portfolios using modern portfolio theory, strategic asset allocation, and low-cost mutual funds and ETFs, providing both investment management and financial planning services.
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