ARLINGTON HEIGHTS, ILCRD 132339Latest ADV March 16, 2026
Outlook Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Arlington Heights, IL. Its latest Form ADV filing, dated March 16, 2026, reports $147M in regulatory assets under management, 2 employees, 1 office, and 169 accounts.
Assets Under Management
$147M
Employees
2
Offices
1 office
Total Clients
90
Primary office
ARLINGTON HEIGHTS, IL
125 S. WILKE ROAD SUITE 200E, ARLINGTON HEIGHTS, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.4% of total clients.
Top client categories% of clientsClients
1
HNWI
64.4%
58
2
Individuals
35.6%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of March 16, 2026
Discretionary100.0%
$147M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$147M
Total Accounts169
10Y AUM Change+$46M (+45.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee45:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.