user avatar

Gary Stout

Advisor at Stout Capital Management LLC

Updated today
Stout Capital Management LLC logo

Firm

Stout Capital Management LLC

Location

Encinitas, CA 92024

Credentials

Series 65

Industry experience

23 years

About

Gary Stout is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with Stout Capital Management LLC since 2002, where he is one of two advisors 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 and uses a portfolio approach grounded in modern portfolio theory, global diversification, and passive, low-cost mutual funds and ETFs.

Client services

Based on Stout Capital Management LLC

Financial planning Portfolio management

Expertise

Based on Stout Capital Management LLC

Wealth management Charitable giving & philanthropy Cash flow / budgeting

Fee options

Percentage

$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)

Project-based

Financial planning and consulting services at hourly rate starting from $400/hr; possible hourly fees for one-time setup fees

Other

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

Location

721 N Vulcan Ave, Ste 206

Encinitas, CA 92024

Most active in

California

Work history

Stout Capital Management LLC

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gerardo G

CFP®

Vista, CA

Confianza Wealth Management

WHY JERRY CHOSE TO BE A FINANCIAL PLANNER: His lack of financial literacy was not by choice. It was because personal finance was not taught in school or in his community. As a first-generation wealth builder, Jerry's money journey has been shaped by a profound understanding of both cultural and financial expectations. His experiences have uniquely positioned him to empathize with the challenges faced by first-generation families, inspiring a distinctive approach to financial guidance. His moment of profound solitude occurred during his transition from the Marine Corps back to civilian life. In uniform, Jerry felt in control, with camaraderie, financial stability, and a consistent salary. However, the day he left, all that stability vanished giving way to a cascade of emotions - depression, anxiety, and fear. Jerry, who had grown up facing financial hardships, relying on food stamps, and public aid, knew it was time to stop merely talking about wanting to build wealth and start acting. The realization struck deep: He needed to make a difference not just for himself, but for others facing similar issues. Motivated by a desire to help his family and friends, Jerry decided to be the guide he wished he'd had. He obtained his license, college degree, and joined a firm not only to enhance his life but the lives of other 1st-time wealth builders. After a few years of helping high net worth individuals grow their assets, Jerry felt the firm wasn't built to help families like his. In 2024, Jerry took the leap and launched Confianza Wealth Management as a guide for aspiring wealth builders. Jerry is on a mission to empower 1st-time wealth building families. Jerry wants to bridge the financial planning accessibility gap by helping these millennial families take control of their financial futures.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Founder/Business Owner Hispanic/Latino/Latinx HENRY (High Earners, Not Rich Yet) Young Families Gen Y/Millennials (Born 1980-1995)
user avatar

Terrence G

CFP®, Series 63

Oceanside, CA

Gustafson Financial Solutions

General retirement planning General tax planning College savings (529s, UTMA, etc.) Debt management
user avatar

John O

Series 65

Carlsbad, CA

O'Reilly Wealth Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
user avatar

Brian C

Series 65

Solana Beach, CA

CSJ Wealth Management, LLC

Concentrated stock management Active portfolio management Options & derivatives strategies Real estate investing
user avatar

Clair L

Series 63, Series 65

Rancho Santa Fe, CA

Leedom Asset Management, Inc.

Active portfolio management Concentrated stock management Options & derivatives strategies
user avatar

John M

Series 65

Poway, CA

Engineering Financial Independence, Inc.

Options & derivatives strategies Active portfolio management Engineering Professional FIRE (Financial Independence Retire Early)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")