Firm profile

CLOUT CAPITAL

MIAMI, FLCRD 327315Latest ADV April 2, 2026

Clout Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated April 2, 2026, reports $105M in regulatory assets under management, 3 employees, and 3 accounts.

Assets Under Management
$105M
Employees
3
Offices
--
Total Clients
<5
Primary office
MIAMI, FL
78 SW 7TH ST, FLOOR 7 SUITE 7154, MIAMI, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOGuillermo G. Morales Lopez

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Categories with <5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$105Mas of April 2, 2026
Discretionary9.5%
$10M
10% of total RAUM9.5%
Non-discretionary90.5%
$95M
90% of total RAUM90.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$105M
Total Accounts3
10Y AUM Change+$105M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee
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.