SourcingSourcing

SCOUT INVESTMENTS, INC.

C39
CRD 111787·SEC 801-60188·KANSAS CITY, MO
AUM
$36.57B
$1B+
Est. Revenue
$365.7M
@ 1% on AUM
Est. EBITDA
$109.7M
@ 30% margin
Est. Deal Value
$877.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SCOUT INVESTMENTS, INC.
CRD
111787
SEC file #
801-60188
EIN
431925734
DBA names
—

Economics

AUM
$36.57B
AUM band
$1B+
AUM trajectory
'20'26
$24.23B → $36.57B▲ +51%
Client mix
Individuals Other196
Pension Profit Sharing Plans45
Charitable Organizations39
Other Investment Advisers30
Pooled Investment Vehicles8

Operations

Employees (total)
53
Advisory staff (per ADV)
24
Advisory staff (5-yr trend)
'20'26
25 advisors → 24 advisors▼ -4%
Primary office
KANSAS CITY MO
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jamesmedium confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
12/16/2025
ADV-W filed at
—
Website
linkedin.com/company/scout-investments(social)

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARILLON TOWER ADVISERS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
CARILLON TOWER ADVISERS, INC.
RICK IV, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:scout.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
26
Form 5500 Total Compensation
7,373,164
Form 5500 Compensation Trajectory 3y
20255,950,280
20261,422,884
Form 5500 Plan Count Trajectory 3y
202519
20267
Schedule C Total Compensation
7,373,164
Schedule C Service Provider Rows
26

SEC EDGAR

Edgar Cik
0001161927
Edgar Registered
Yes
Edgar Filing Count
103
Edgar First Filing Date
2002-08-21
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
93
Edgar 13f Latest AUM Estimate
Filing Date2024-11-12
Accession0001062993-24-018807
Edgar Former Names
SCOUT INVESTMENT ADVISORS INC

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Window
Raymond James4
Full
Raymond James48
U.s. Bank6
Morgan Stanley6
E*trade4
Edgar Addresses
Mailing
1201 WALNUT STREET, SUITE 2110KANSAS CITY, MO 64106
Business
1201 WALNUT STREET, SUITE 2110KANSAS CITY, MO 64106
Edgar EIN
431925734
Edgar Recent Filings
13F-NT2026-05-05 · 0001062993-26-002308
13F-NT2026-02-02 · 0001062993-26-000535
Fee Schedule
Bracket Vi38
Bracket V28
Bracket Iii15
Bracket Xii12
Bracket I4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
174904
Trust Company Affiliate
No

People (8)

8
RAYMOND JAMES INVESTMENT
Direct Owner · 87.5%
174904
RICK IV, EDWARD
Executive Officer · 2.5%
2536413
Samardzija, Marc, J
Executive Officer · 2.5%
6527904
WALZER, SUSAN, LAVELLE
Executive Officer · 2.5%
2976646
WILWANT, ERIC, CHRISTIAN
Executive Officer · 2.5%
2256062
TODD CHRISTOPHER THOMPSON
IAR
4346767
MARK MATTHEW EGAN
IAR
1653630
ROBERT ALAN CRIDER
IAR
2843212