← Back to searchVisit website
STOUT WEALTH ADVISORY GROUP, LLC
CRD 130631
555 GETTYSBURG PIKE, SUITE C-100, MECHANICSBURG, PA, 17055, United States
Phone
717-761-2040
Fax
717-761-2069
Registration
— (—)
Source
State registered
Total AUM
$38.1M
Discretionary AUM
$38.1M
Team
3 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $23.3M |
| High net worth individuals | 5 | $9.0M |
| Charitable organizations | 2 | $190K |
| Other investment advisers | 1 | $5.6M |
All web addresses on file
Official SEC filing: View on IAPD