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SCOUT INVESTMENTS, INC.

CRD 111787File 801-60188
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$36.57B
Top 10% of cohort (national)
Discretionary AUM
$36.52B
Non-discretionary $46.8M
Clients
328
328 accounts
Employees
53
Top 10% of cohort in MO

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Apr 11, 2001
Principal office
1201 WALNUT ST, 21ST FLOOR, KANSAS CITY, MO, 64106
Phone
463-777-3900

Assets & accounts

ADV Item 5F
Total regulatory AUM
$36.57B
Discretionary AUM
$36.52B
Non-discretionary AUM
$46.8M
Discretionary accounts
132
Non-discretionary accounts
196
Total accounts
328
AUM per client
$111.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$2.2M
Non-U.S. personsFewer than 5$1.07B
Investment companies3$7.88B
Charitable organizations39$3.94B
Other investment advisers30$10.87B
Pooled investment vehicles8$4.72B
Pension and profit sharing plans45$7.84B
State or municipal government entitiesFewer than 5$186.3M
Individuals (other than high net worth individuals)196$46.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11C1
  • Q11C2
  • Q11C4
  • Q11C5

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.