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OUTLOOK CAPITAL MANAGEMENT, LLC

ARLINGTON HEIGHTS, IL · CRD 132339 · IAPD ↗ · outlookcapitalmanagement.com · 847-797-0600

$147.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — OUTLOOK CAPITAL MANAGEMENT, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2026 — OUTLOOK CAPITAL MANAGEMENT, LLC reported RAUM up 45% ($101.4M -> $147.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
June 2025 — OUTLOOK CAPITAL MANAGEMENT, LLC (ARLINGTON HEIGHTS, IL) is newly SEC-registered with $101.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.