Overview
Assets Under Management: $147 million
Headquarters: ARLINGTON HEIGHTS, IL
High-Net-Worth Clients: 58
Average Client Assets: $2.5 million
Frequently Asked Questions
OUTLOOK CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132339), OUTLOOK CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
OUTLOOK CAPITAL MANAGEMENT, LLC is headquartered in ARLINGTON HEIGHTS, IL.
OUTLOOK CAPITAL MANAGEMENT, LLC serves 58 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, OUTLOOK CAPITAL MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
OUTLOOK CAPITAL MANAGEMENT, LLC manages $147 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, OUTLOOK CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.81%
Average Client Assets: $2.5 million
Total Client Accounts: 169
Discretionary Accounts: 169
Regulatory Filings
CRD Number: 132339
Filing ID: 2072717
Last Filing Date: 2026-03-16 14:04:54