Founded in 2002, Stout Capital Management LLC in Encinitas operates as an independent, fee-only registered investment adviser from North Vulcan Avenue in the Leucadia corridor. The firm carries no broker-dealer affiliation and manages approximately $68 million in discretionary assets for 35 high-net-worth households, with deposit and lending coordination routed through C3bank's local commercial banking platform. Advisory services span investment management, retirement distribution planning, estate-transfer structuring, and tax-efficiency modeling across qualified and non-qualified account types. Business-owner clients operating from shared workspaces along the 101, including the collaborative environment at Kiln, access SEP-IRA and solo 401(k) plan design through the same fiduciary framework. Portfolio construction employs institutional-grade asset classes with rebalancing protocols tied to drift thresholds and tax-loss harvesting windows calibrated to each client's marginal bracket.