A complete list of active advisors currently associated with Stout Capital Management LLC

Warmer can help you find a great advisor at Stout Capital Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Stout Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

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