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Scout Investments

SEC-registered adviser since 2001Kansas City, MOCRD 111787

$36.6B
AUM
328
Clients
See fees
Fee
24
Advisory staff

From Form ADV filed 20 May 2026 · data retrieved 15 October 2026SEC record

Scout Investments is an investment adviser headquartered in Kansas City, Missouri, and registered with the SEC since 2001. Its clients include other investment advisers, investment companies, and pension and profit-sharing plans.

Its services include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions. Fee arrangements include a percentage of assets under management, fixed fees and performance-based fees. Carillon Tower Advisers, Inc. owns 75% or more of Scout Investments.

Clients

Scout Investments serves 328 clients, 196 of them individuals. The average client has about $111 million with the firm.

Regulatory assets by client type
  • Investment companies3 clients22%
  • Pooled investment vehicles8 clients13%
  • Pension and profit-sharing plans45 clients21%
  • Charitable organizations39 clients11%
  • Other investment advisers30 clients30%
  • OtherSovereign wealth funds and foreign official institutions, Individuals, State or municipal government entities, Corporations and other businesses4%
Show client breakdown
Individuals (other than HNW)
Clients
196
Regulatory AUM
$46,776,476
Share
0.1%
Avg. per client
$239K
Investment companies
Clients
3
Regulatory AUM
$7,881,875,361
Share
21.6%
Avg. per client
$2.63B
Pooled investment vehicles
Clients
8
Regulatory AUM
$4,724,037,951
Share
12.9%
Avg. per client
$590.5M
Pension and profit-sharing plans
Clients
45
Regulatory AUM
$7,835,865,222
Share
21.4%
Avg. per client
$174.1M
Charitable organizations
Clients
39
Regulatory AUM
$3,944,923,757
Share
10.8%
Avg. per client
$101.2M
State or municipal government entities
Clients
3
Regulatory AUM
$186,294,254
Share
0.5%
Avg. per client
$62.1M
Other investment advisers
Clients
30
Regulatory AUM
$10,874,834,692
Share
29.7%
Avg. per client
$362.5M
Sovereign wealth funds and foreign official institutions
Clients
3
Regulatory AUM
$1,072,850,593
Share
2.9%
Avg. per client
$357.6M
Corporations and other businesses
Clients
1
Regulatory AUM
$2,199,417
Share
0.0%
Avg. per client
$2.20M

Total

Clients
328
Regulatory AUM
$36,569,657,723
Share
100%
Avg. per client
$111.5M

What it does

Scout Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, fixed fees and performance-based fees.

Scout Investments provided financial planning to 0 clients last fiscal year and advises 3 private funds.

99.9% of assets ($36.52B across 132 accounts) are managed with discretion; $46.8M across 196 accounts are not. $188K sits in a wrap fee program the firm both sponsors and manages. 1% of clients are outside the U.S., and 3 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks4%
  • Bonds82%
    • Investment grade corporate bonds38%
    • Sovereign bonds28%
    • U.S. government and agency bonds15%
    • High-yield corporate bonds1%
  • Cash2%
  • Other12%
    • Cmbs, abs and non-u.s. agencies12%

Custodians

Scout Investments has custody of $2.42B for 2 clients.

Managed account assets by custodian
  • All other custodians$36.57B100%

Ownership and leadership

Carillon Tower Advisers, Inc. owns 75% or more of Scout Investments.

Who owns the firm
Scout Investments, Inc.· the adviser

  • Carillon Tower Advisers, Inc.

    Control person · since November 2017

    Owns 75% or more of Scout Investments, Inc.

Leadership

  • Edward Rick IV
    Director, President
  • Marc Samardzija
    Chief Compliance Officer
  • Susan Walzer
    Director
  • Eric Wilwant
    Director

Staff

  • 53 employees
  • 24 in advisory functions
  • 4 state-registered reps
  • 2 broker-dealer reps

Fees

Scout Investments is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.

Scout Investments’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Scout Investments has 1 office, with 2 listed addresses across 2 states.

Listed office addresses by state

Missouri · 1 listed address

  • 1201 Walnut ST, 21st Floor, Kansas CityHQ

Other business names

Scout Investments has reported 1 other business name to the SEC.

  • Reams Asset Management

Registration details

Legal name
Scout Investments, Inc.
Headquarters
1201 Walnut ST, 21st Floor, Kansas City, MO 64106
Phone
463-777-3900
Website
www.scoutinv.com
SEC file
801-60188
Structure
Missouri corporation
Fiscal year end
September

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Scout Investments have?

Scout Investments has 328 clients and manages $36.6 billion for them, as of May 2026. They include 196 individuals, 45 pension and profit-sharing plans and 39 charitable organizations.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 May 2026

What services does Scout Investments offer?

Scout Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Scout Investments have?

Scout Investments has 4 investment adviser representatives registered with state securities authorities, out of 53 employees, and 24 perform investment advisory functions. 2 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Scout Investments invest in?

At the end of its last fiscal year, Scout Investments’ separately managed accounts held 38% investment grade corporate bonds, 28% sovereign bonds, 15% U.S. government and agency bonds, 12% cmbs, abs and non-u.s. agencies, 4% exchange-traded equities, 2% cash and equivalents and 1% high-yield corporate bonds. It advises 3 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Scout Investments?

Scout Investments is owned through a holding company by Raymond James Financial, Inc. Its direct owner is Carillon Tower Advisers, Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 20 May 2026

How does Scout Investments get paid?

Scout Investments is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 20 May 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 111787.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Scout Investments, Inc. and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.