OUTLOOK CAPITAL MANAGEMENT, LLC
SEC RegisteredINVESTING LIKE OWNERS.
About the firm
Outlook Capital Management, LLC is an investment advisory firm founded in 2004. The firm's approach involves buying large, financially-strong U.S. companies when they have 'big problems,' holding patiently as management fixes those problems, and selling when market sentiment swings to overconfident optimism.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory and investment management services, focused on buying large, financially-strong U.S. companies at deep value and selling when the market has swung to overconfident optimism.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 32 | $4.7M |
| High Net Worth Individuals | 58 | $143M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OUTLOOK CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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