Outlook Capital Management, LLC

Overview

Outlook Capital Management, LLC is an SEC registered investment adviser based in Arlington Heights, IL, registered since 2012. It reports $147M in assets under management across 169 accounts, with 2 employees. It has 1 investment adviser representatives.

Reported AUM

$147M

Discretionary

100%

Accounts

169

Average account

$872K

Employees

2

Advisory reps

1

Registered since

2012

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• David Andrew Raub President, Chief Compliance Officer, Managing Member CRD 2339936

Advisory reps 1 of 1

• David Andrew Traub Insurance Agent · Investment Adviser Rep CRD 2339936

Location

Headquarters

125 S Wilke Rd Ste 200E
Arlington Heights, IL 60005

County

Cook

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: outlookcapitalmanagement.com

Every state, with registration dates

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