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Stout Bowman

Updated today

Client assets under management

$119,699,068

Clients

453

5% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

91

High

Average account size

$264,236

About

The firm provides advisory services primarily to individual and high‑net‑worth clients, offering discretionary and non‑discretionary asset management, comprehensive financial planning and consulting, and a legacy wrap‑fee program for existing participants. Portfolios are constructed from individual stocks and bonds, ETFs, options, mutual funds and other public investments, and the firm produces tailored written financial plans for clients who engage its planning process.

Investment decisions combine fundamental and technical analysis and utilize third‑party planning tools (Advicent Profiles and NaviPlan) alongside a conservative planning posture (the firm states it does not use assumed rates of return above 10%). Accounts are reviewed at least annually, clients may impose reasonable investment restrictions on their portfolios, and cash balances are generally held in lower‑risk vehicles such as money market funds, CDs and government‑backed instruments.

Distinctive features include a 2025 consent order with a state regulator addressing supervisory failures related to inverse ETFs that resulted in a $70,000 fine, and the fact that a firm principal is also registered with an independent broker‑dealer and acts as an insurance agent, so associated persons may sell commissionable securities or insurance products (with disclosures and mitigating procedures in place). The firm also maintains constructive custody because custodians deduct advisory fees directly and uses third‑party standing letters of authorization, and it limits its wrap program to legacy clients only.

Client services

Financial planning Portfolio management

Expertise

Wealth management Elder care planning Disability insurance

Fee options

Fixed

Financial Planning or Consulting fees range from $800 to $5,000.

Percentage

$0 - $200,000: 1.85% $200,000 - $1,000,000: 1.50% $1,000,000+: Negotiable

Commissions

Registered representatives may receive commissions from securities sales; associated persons may accept commissions and distribution or service ("trail") fees from mutual funds.

Main office location

Stout Bowman

555 Gettysburg Pike, Suite C 100

Mechanicsburg PA 17055, United States

Number of offices

1

Most active in

Colorado · Florida · Maryland · North Carolina · Pennsylvania · Texas · Virginia

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

David R

Series 65

Mechanicsburg, PA

Stout Bowman

David Rudy is a Series 65 licensed advisor at Stout Bowman with one year of industry experience. He has been involved in various entrepreneurial and nonprofit activities, including managing Rudy Athletics Management since 2019 and participating in Firehawk, a nonprofit organization, since 2023. Stout Bowman serves individual and high-net-worth clients through a team of five advisors managing approximately $103 million across 340 relationships. The firm offers discretionary and non-discretionary asset management, standalone financial planning, and consulting, utilizing a combination of fundamental and technical analysis to create tailored portfolios.

Wealth management Elder care planning Disability insurance
user avatar

Matthew S

Series 63, Series 65

Mechanicsburg, PA

Stout Bowman

Matthew Stout is a financial advisor at Stout Bowman with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stout Bowman & Associates, LLC since 2012. Outside of advisory work, Stout is involved with Padron Property Group as a consultant and co-owner. Stout Bowman serves individual and high-net-worth clients through a team of five advisors managing approximately $103 million across about 340 relationships. The firm offers discretionary and non-discretionary asset management, standalone financial planning, and consulting, using a combination of fundamental and technical analysis to construct tailored portfolios.

Wealth management Elder care planning Disability insurance
user avatar

Paul V

Series 66

Mechanicsburg, PA

Stout Bowman

Paul Vollmar is a financial advisor at Stout Bowman with 21 years of industry experience. He holds a Series 66 designation and has been with Stout Bowman & Associates, LLC since 2012. Prior to that, he was involved with PVC Software for nearly four decades. Stout Bowman serves individual and high-net-worth clients through a team of five advisors managing approximately $103 million across about 340 client relationships. The firm offers discretionary and non-discretionary asset management, standalone financial planning, and consulting, employing a combined fundamental and technical analysis approach to build tailored portfolios.

Wealth management Elder care planning Disability insurance
user avatar

Marc B

Series 63, Series 65

Mechanicsburg, PA

Stout Bowman

Marc Bowman is a financial advisor at Stout Bowman with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fortune Financial Services and Purshe Kaplan Sterling Investments. Outside of advisory work, he is also an independent insurance agent specializing in various life insurance products. Stout Bowman serves individual and high-net-worth clients through a team of five advisors managing approximately $103 million across 340 relationships. The firm offers discretionary and non-discretionary asset management as well as standalone financial planning and consulting, utilizing a combined fundamental and technical investment approach tailored to each client.

Wealth management Elder care planning Disability insurance
user avatar

Jared B

Series 65

Mechanicsburg, PA

Stout Bowman

Jared Bowman is a financial advisor at Stout Bowman with a Series 65 designation and one year of industry experience. Prior to entering the financial sector, he served with the Pennsylvania State Police for four years and worked in the hospitality industry. Stout Bowman is a team of five advisors managing approximately $103 million for around 340 individual and high-net-worth clients. The firm offers discretionary and non-discretionary asset management, financial planning, and consulting, utilizing a combination of fundamental and technical analysis to create tailored investment portfolios.

Wealth management Elder care planning Disability insurance
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