Trout Capital Management, LLC

The firm is a recently formed, state-registered investment adviser that provides portfolio management and financial planning to individuals, trusts, retirement plans, and small businesses. Services include ongoing discretionary portfolio management, standalone or subscription financial planning engagements, and evaluation or implementation of insurance products (including fee-based annuities) when appropriate.

The firm tailors investment strategies to client objectives, employing asset-allocation, fundamental and risk/return analysis, periodic rebalancing, and both discretionary and non‑discretionary account arrangements. It operates as a fiduciary, may engage unaffiliated sub‑advisers or an outside insurance desk for implementation support, and incorporates insurance product values into advisory asset calculations when it provides ongoing monitoring.

Compared with peers in the same regulatory category, the firm is unusual in offering standalone financial planning priced on a fixed or subscription basis and in actively managing individual client portfolios despite having no active SEC‑registered advisers. The firm also describes a fee‑only compensation model while integrating insurance solutions into client plans and does not act as a private fund adviser.