Scout Investments, Inc.
- Regulatory AUM
- $36.6B
- Discretionary
- $36.5B
- Clients
- 328
- Avg AUM / client
- $111M
- Accounts
- 328
- Employees
- 53
AUM over time
Annual snapshots from Form ADV filings · as of May 20, 2026
Asset allocation (SMA assets by investment type)
as of May 20, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 196 | $46.8M | 0.13% |
| Investment companies | 3 | $7.9B | 21.6% |
| Pooled investment vehicles (non-investment companies) | 8 | $4.7B | 12.9% |
| Pension and profit sharing plans | 45 | $7.8B | 21.4% |
| Charitable organizations | 39 | $3.9B | 10.8% |
| State or municipal government entities | 3 | $186M | 0.51% |
| Other investment advisers | 30 | $10.9B | 29.7% |
| Sovereign wealth funds and foreign official institutions | 3 | $1.1B | 2.93% |
| Corporations and other businesses | 1 | $2.2M | 0.01% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $3.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Columbus Unconstrained Bond Fund, Llc | Other Private Fund | Delaware | $2.1B | 20 |
| Columbus Core Plus Bond Fund, Llc | Other Private Fund | Delaware | $886M | 10 |
| Carillon Tower Advisers Series Hedge Fund Llc Balanced Multi Asset Series | Hedge Fund | Florida | $526K | 1 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| United Service Organizations EIN 208861567 | Arlington, VA | 12/31/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Detroit Institute Of Arts Pension Plan Detroit Institute Of Arts | 2024 | |
| New York District Council Of Carpenters Pension Pl Board Of Trustees Of Nycdcc Pension Fund | 2024 | |
| The Members Retirement Plan Trustees Of The Members Retirement Plan | 2024 | |
| Distributors Association Warehousemen's Pension Trust Industrial Employers & Distributors Association | 2024 | |
| Eighth District Electrical Pension Fund Board Of Trustees, Eighth District Electrical Pension | 2024 | |
| National Roofing Industry Pension Fund National Roofing Industry Pension Fund Wilson Mcshane Corporation | 2024 | |
| Jockey International, Inc. Pension Plan Jockey International, Inc. | 2024 | |
| Carpenters Pension Fund Of Illinois Board Of Trustees Of Carpenters Pension Fund Of Illinois | Downers Grove, IL | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wilwant, Eric, Christian | Director | Nov 2017 (9y) | Less than 5% | |
| Walzer, Susan, Lavelle | Director | Aug 2019 (7y) | Less than 5% | |
| Rick Iv, Edward | Director, President | Oct 2021 (5y) | Less than 5% | |
| Sousa, Damian, Daniel | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% | |
| Mark Matthew Egan | Registered representative | Dec 2010 (16y) | ||
| Robert Alan Crider | Registered representative | CFA | Dec 2010 (16y) | |
| Todd Christopher Thompson | Registered representative | CFA | Dec 2010 (16y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Carillon Tower Advisers, Inc. | Shareholder | Nov 2017 | A | 75% or more |
| Raymond James Financial, Inc. | Shareholder | Dec 2014 | B | ≈ 56.25% – 100% via Carillon Tower Advisers, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Raymond James Financial, Inc.: 75% – 100% of Carillon Tower Advisers, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $3.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Columbus Unconstrained Bond Fund, Llc | Other Private Fund | $2.1B | $1.0M | 20 |
| Columbus Core Plus Bond Fund, Llc | Other Private Fund | $886M | $1.0M | 10 |
| Carillon Tower Advisers Series Hedge Fund Llc Balanced Multi Asset Series | Hedge Fund | $526K | $250K | 1 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Detroit Institute Of Arts Pension Plan | Detroit Institute Of Arts | 8 | $15.4M | 07/01/2024 |
| New York District Council Of Carpenters Pension Pl | Board Of Trustees Of Nycdcc Pension Fund | 10,331 | $5.4B | 07/01/2024 |
| The Members Retirement Plan | Trustees Of The Members Retirement Plan | 3,268 | $699M | 07/01/2024 |
| Distributors Association Warehousemen's Pension Trust | Industrial Employers & Distributors Association | 233 | $102M | 06/01/2024 |
| Eighth District Electrical Pension Fund | Board Of Trustees, Eighth District Electrical Pension | 11,261 | $1.3B | 04/01/2024 |
| National Roofing Industry Pension Fund | National Roofing Industry Pension Fund Wilson Mcshane Corporation | 14,618 | $2.1B | 01/01/2024 |
| Jockey International, Inc. Pension Plan | Jockey International, Inc. | 101 | $54.3M | 01/01/2024 |
| Carpenters Pension Fund Of Illinois | Board Of Trustees Of Carpenters Pension Fund Of Illinois | 5,031 | $2.3B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| United Service Organizations | Public charity | $159M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 2.56 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗