Scout Investments, Inc. is a large advisory firm based in Kansas City. It manages $25.69 billion of regulatory assets for 234 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Scout Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Scout Investments, Inc. is $25.69 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and $538.65 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Scout Investments, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of John Mariner Kemper is investment companies with 11 clients and $7.97 billion of assets under management. Among the 10 most similar advisory firms, Scout Investments has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $25.69 billion for 234 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Scout Investments also advises several private funds. Namely, three other private funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 58 people that are either part- or full-time employees. 41 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Mariner Kemper has been acting as President since 1 Jul 2009. Susan Lavelle Walzer joined the executive team most recently as the Director.
The principal office where Scout Investments, Inc. performs its advisory services is located at 1201 Walnut St, Kansas City, MO 64106, which is also the mailing address of the firm. An additional office of the firm is in Columbus, IN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-521-1195 or by fax 816-842-1027. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at scoutinv.com and its LinkedIn profile.