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RAYMOND JAMES INVESTMENT MANAGEMENT
Legal name: CARILLON TOWER ADVISERS, INC.
CRD 174904File 801-100356
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$16.86B
Top 10% of cohort (national)
Discretionary AUM
$16.86B
Clients
5
5 accounts
Employees
175
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 6, 2015
- Principal office
- 780 CARILLON PARKWAY, ST PETERSBURG, FL, 33716
- Phone
- 800-521-1195
- Website
- HTTPS://WWW.SCOUTINV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $16.86B
- Discretionary AUM
- $16.86B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5
- Non-discretionary accounts
- 0
- Total accounts
- 5
- AUM per client
- $3.37B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $16.86B |
| High net worth individuals | Fewer than 5 | $317K |
| Pooled investment vehicles | 2 | $362K |
| Individuals (other than high net worth individuals) | Fewer than 5 | $294K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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
- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 173 | 175 | increased by2 |
| Jan 1, 2026 | Clients | 3 | 5 | increased by2 |
| Jan 1, 2026 | AUM | $16,378,977,378 | $16,864,326,714 | increased by$485,349,336 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 171 | 173 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5 | 3 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $20,770,162,158 | $16,378,977,378 | decreased by$4,391,184,780 |
| Jan 1, 2022 | Employees | 130 | 171 | increased by41 |
| Jan 1, 2022 | Clients | 4 | 5 | increased by1 |
| Jan 1, 2022 | AUM | $17,299,143,362 | $20,770,162,158 | increased by$3,471,018,796 |
| Jan 1, 2022 | Accounts | 4 | 5 | increased by1 |
| 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 “RAYMOND JAMES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RAYMOND JAMES” 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.