When you became a client of our firm, you received from us either a CD or an email with all of our firm and associates’ legal and regulatory information. As part of our annual regulatory requirements, we must deliver to our clients a summary list of any material changes to our Form ADV Part 2A, which is a brochure that provides information about our firm including a description of our programs, fees, conflicts of interest, and other business activities.
Since the last update on March 9, 2021, Item 4 has been updated with the firm’s most recent assets under management calculation.
Since the last filing of our Wrap Fee Program Brochure on March 9, 2021, there have been no material changes.
At any time, you may request complete copies of any of our regulatory documents by calling our office at (717) 761-2040. Additional information about Stout Bowman & Associates, LLC, and our investment advisors is also available online at www.adviserinfo.sec.gov.
If you have any questions, please do not hesitate to reach out via phone or email. We are here and happy to help. Take care, and enjoy the spring and early-summer!