{"url":"https://nivawealth.com/firms/scout-investments-111787","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111787","regulatoryAum":36569657723,"crd":"111787","secFileNumber":"801-60188","legalName":"Scout Investments, Inc.","displayName":"Scout Investments","website":"http://www.scoutinv.com","linkedinUrl":"https://www.linkedin.com/company/scout-investments","founded":null,"organization":"Missouri corporation","fiscalYearEnd":"September","headquarters":{"street":"1201 Walnut ST, 21st Floor","city":"Kansas City","state":"MO","stateName":"Missouri","country":"United States","postalCode":"64106"},"tradeNames":["Reams Asset Management"],"registration":{"secApproved":"11 April 2001","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":53,"advisory":24,"brokerDealerReps":2,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":36522881247,"discretionaryAccounts":132,"nonDiscretionary":46776476,"nonDiscretionaryAccounts":196,"wrapProgram":187873,"nonUsClientsPct":1,"nonAumClients":3},"clientTypes":[{"label":"Individuals (other than HNW)","clients":196,"regulatoryAum":46776476},{"label":"Investment companies","clients":3,"regulatoryAum":7881875361},{"label":"Pooled investment vehicles","clients":8,"regulatoryAum":4724037951},{"label":"Pension and profit-sharing plans","clients":45,"regulatoryAum":7835865222},{"label":"Charitable organizations","clients":39,"regulatoryAum":3944923757},{"label":"State or municipal government entities","clients":3,"regulatoryAum":186294254},{"label":"Other investment advisers","clients":30,"regulatoryAum":10874834692},{"label":"Sovereign wealth funds and foreign official institutions","clients":3,"regulatoryAum":1072850593},{"label":"Corporations and other businesses","clients":1,"regulatoryAum":2199417}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Scout Investments has custody of $2.42B for 2 clients.","otherCustodians":[],"leadership":[{"name":"Edward Rick IV","title":"Director, President","crd":"2536413"},{"name":"Marc Samardzija","title":"Chief Compliance Officer","crd":"6527904"},{"name":"Susan Walzer","title":"Director","crd":"2976646"},{"name":"Eric Wilwant","title":"Director","crd":"2256062"}],"ownership":[{"label":"Carillon Tower Advisers, Inc.","detail":"Shareholder in the 75% or more ownership band and a control person, since November 2017."},{"label":"Raymond James Financial, Inc.","detail":"Indirect owner: a shareholder of Carillon Tower Advisers, Inc. in the 75% or more band and a control person, since December 2014.","parent":"Carillon Tower Advisers, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Indiana","offices":1,"addresses":[{"street":"111 Monument Circle","city":"Indianapolis"}]},{"state":"Missouri","offices":1,"addresses":[{"street":"1201 Walnut ST, 21st Floor","city":"Kansas City","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"463-777-3900","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":4},{"label":"U.S. government/agency bonds","percent":15},{"label":"Sovereign bonds","percent":28},{"label":"Investment grade corporate bonds","percent":38},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":12,"detail":"CMBS, Abs and Non-U.S. Agencies"}],"privateFunds":3},"sources":{"adv1FilingDate":"20 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111787/PDF/111787.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Scout Investments have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Scout Investments offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Scout Investments have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Scout Investments invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Scout Investments?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Scout Investments get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}