SCOUT INVESTMENTS, INC.
Latest filing: May 22, 2024 (186 days ago)
AUM
$29,020,096,797
10% change vs. 1 year ago
9% change vs. 3 years ago
13% change vs. 5 years ago
-7% change vs. 10 years ago
Employee Count
53
0% change vs. 1 year ago
-10% change vs. 3 years ago
-9% change vs. 5 years ago
-41% change vs. 10 years ago
Main Office
KANSAS CITY, MO
1201 WALNUT ST, KANSAS CITY, MO, UNITED STATES, 64106
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $29.0 |
| Non-Discretionary | $0.0 |
| Total | $29.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $10.4 |
| Institutional | $18.6 |
| Total | $29.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 2 | $0.0 |
| Average HNW AUM | $93,936 | |
| Retail Total | 2 | $0.0 |
| Average Retail AUM | $93,936 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $18.6 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $18.6 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 4% | $0.7 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 13% | $2.4 |
| Municipal | 0% | $0.0 |
| Sovereign | 33% | $6.2 |
| IG Credit | 37% | $6.9 |
| HY Credit | 1% | $0.2 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.4 |
| Other | 10% | $1.9 |
| Total | 100% | $18.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | $350.0 | broker-dealer | 705 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | $275.4 | 149018 | |
| EAGLE ASSET MANAGEMENT INC | $33.5 | 110653 | |
| CARILLON TOWER ADVISERS, INC. | $15.6 | 174904 | |
| CHARTWELL INVESTMENT PARTNERS, LLC | $11.3 | 170335 | |
| CLARIVEST ASSET MANAGEMENT LLC | $3.0 | 139785 | |
| COUGAR GLOBAL INVESTMENTS LIMITED | $1.4 | 109439 | |
| RAYMOND JAMES (USA) LTD | $1.3 | broker-dealer | 25853 |
| RAYMOND JAMES BANK | $0.0 | - | |
| RAYMOND JAMES TAX CREDIT FUNDS, INC. | $0.0 | - | |
| EB MANAGEMENT I LLC | $0.0 | - | |
| RAYMOND JAMES TRUST N.A. | $0.0 | trust company | - |
| RAYMOND JAMES INVESTMENT SERVICES LIMITED | $0.0 | broker-dealer | - |
| RAYMOND JAMES INVESTMENT COUNSEL LTD. | $0.0 | - | |
| RAYMOND JAMES INSURANCE GROUP, INC. | $0.0 | broker-dealer | 121221 |
| RAYMOND JAMES TRUST (CANADA) | $0.0 | trust company | - |
| RAYMOND JAMES ASSET MANAGEMENT INTL S.A. | $0.0 | - | |
| CARILLON FUND DISTRIBUTORS, INC. | $0.0 | broker-dealer | 139749 |
| RAYMOND JAMES LIMITED | $0.0 | broker-dealer | - |
| RAYMOND JAMES EURO EQUITIES SAS | $0.0 | broker-dealer | - |
| RAYMOND JAMES FINANCIAL PLANNING LTD | $0.0 | - | |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | $0.0 | broker-dealer | 6694 |
| CEBILE CAPITAL LLP | $0.0 | broker-dealer | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MARK EGAN | KANSAS CITY | MO | |||||||
| TODD THOMPSON | KANSAS CITY | MO | CHARTERED FINANCIAL ANALYST | ||||||
| ROBERT CRIDER | KANSAS CITY | MO | CHARTERED FINANCIAL ANALYST | ||||||
| JAMES MCBRIDE | KANSAS CITY | MO | S65|2006-11-01 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-11-01 | $29.0 | $0.0 | 0% | 53 | 0 | 0% |
| 2024-04-02 | $29.0 | $0.0 | 0% | 53 | 0 | 0% |
| 2023-04-04 | $26.3 | $2.7 | 10% | 53 | 0 | 0% |
| 2022-04-01 | $30.7 | -$1.7 | -6% | 59 | -6 | -10% |
| 2021-04-05 | $26.7 | $2.3 | 9% | 59 | -6 | -10% |
| 2020-04-01 | $24.2 | $4.8 | 20% | 59 | -6 | -10% |
| 2019-04-01 | $25.7 | $3.3 | 13% | 58 | -5 | -9% |
| 2018-04-02 | $27.0 | $2.0 | 7% | 69 | -16 | -23% |
| 2017-04-01 | $27.3 | $1.8 | 6% | 76 | -23 | -30% |
| 2016-04-01 | $27.2 | $1.8 | 7% | 90 | -37 | -41% |
| 2015-04-01 | $31.2 | -$2.2 | -7% | 95 | -42 | -44% |
| 2014-04-01 | $31.2 | -$2.2 | -7% | 90 | -37 | -41% |
| 2013-04-01 | $23.5 | $5.5 | 23% | 84 | -31 | -37% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MO, AK-03/29/2010, AL-03/29/2010, AR-03/29/2010, AZ-03/29/2010, CA-03/29/2010, CO-06/03/2009, CT-03/29/2010, DC-03/29/2010, DE-04/14/2010, FL-03/30/2010, GA-06/03/2009, HI-03/29/2010, IA-03/30/2010, ID-03/29/2010, IL-06/04/2009, IN-03/29/2010, KS-03/29/2010, KY-03/29/2010, LA-03/29/2010, MA-03/29/2010, MD-03/29/2010, ME-03/29/2010, MI-03/29/2010, MN-03/29/2010, MO-06/03/2009, MS-03/29/2010, MT-03/29/2010, NC-03/29/2010, ND-03/29/2010, NE-03/29/2010, NH-03/29/2010, NJ-06/26/2009, NM-03/29/2010, NV-03/29/2010, NY-03/29/2010, OH-03/29/2010, OK-03/29/2010, OR-03/29/2010, PA-03/29/2010, PR-03/29/2010, RI-03/29/2010, SC-03/29/2010, SD-04/01/2010, TN-03/29/2010, TX-03/29/2010, UT-03/29/2010, VA-03/29/2010, VI-03/29/2010, VT-03/29/2010, WA-06/03/2009, WI-03/29/2010, WV-03/29/2010, WY-12/21/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV