# Stout Capital Management LLC

> Stout Capital Management LLC is a state-registered investment advisory firm in Encinitas, CA, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 120587
- Filed as: STOUT CAPITAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Location: Encinitas, CA
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120587
- AdvisorCensus page: https://advisorcensus.com/firm/stout-capital-management-llc-encinitas-ca-120587

## Quick answers

**How is Stout Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stout Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Stout Capital Management LLC located?**
Stout Capital Management LLC's principal office is in Encinitas, CA, according to its Form ADV.

**Is Stout Capital Management LLC registered with the SEC or a state?**
Stout Capital Management LLC is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 120587.

**How much does Stout Capital Management LLC manage?**
Stout Capital Management LLC reports $76,900,000 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (100% discretionary).

**What types of clients does Stout Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (14).

**Does Stout Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/120587

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $76,900,000
- Discretionary: $76,900,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $6,700,000 |
| High net worth individuals | 22 | $68,500,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $700,000 |
| Charitable organizations | Fewer than 5 | $1,000,000 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: Not reported
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stoutcapital.com
- LinkedIn @stout-capital-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stout Capital Management LLC (CRD 120587): Form ADV filing data as of October 2026.