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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 Oct 1, 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
- Website
- HTTP://WWW.SCOUTINV.COM
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 type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.2M |
| Non-U.S. persons | Fewer than 5 | $1.07B |
| Investment companies | 3 | $7.88B |
| Charitable organizations | 39 | $3.94B |
| Other investment advisers | 30 | $10.87B |
| Pooled investment vehicles | 8 | $4.72B |
| Pension and profit sharing plans | 45 | $7.84B |
| State or municipal government entities | Fewer than 5 | $186.3M |
| Individuals (other than high net worth individuals) | 196 | $46.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Clients | 140 | 328 | increased by188 |
| Jan 1, 2026 | AUM | $33,033,194,860 | $36,569,657,723 | increased by$3,536,462,863 |
| Jan 1, 2026 | Accounts | 140 | 328 | increased by188 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 59 | 53 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 137 | 140 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $30,734,496,748 | $33,033,194,860 | increased by$2,298,698,112 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 213 | 140 | decreased by73 |
| Jan 1, 2022 | Clients | 132 | 137 | increased by5 |
| Jan 1, 2022 | AUM | $26,710,949,755 | $30,734,496,748 | increased by$4,023,546,993 |
| Jan 1, 2022 | Accounts | 276 | 213 | decreased by63 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SCOUT INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SCOUT INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
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.