{
  "crd_number": 111787,
  "slug": "scout-investments-inc-kansas-city-mo-111787",
  "primary_business_name": "SCOUT INVESTMENTS, INC.",
  "legal_name": "SCOUT INVESTMENTS, INC.",
  "dbas": [
    "REAMS ASSET MANAGEMENT"
  ],
  "city": "Kansas City",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2001-04-11",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-05-20",
  "carried_forward": false,
  "raum_total": 36569657723.0,
  "raum_discretionary": 36522881247.0,
  "raum_non_discretionary": 46776476.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 53,
  "advisory_employees": 24,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 3944923757.0,
      "count": 39
    },
    "individuals": {
      "raum": 46776476.0,
      "count": 196
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 186294254.0,
      "count": 3,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 7881875361.0,
      "count": 3
    },
    "pension_profit_sharing": {
      "raum": 7835865222.0,
      "count": 45
    },
    "other_investment_advisers": {
      "raum": 10874834692.0,
      "count": 30
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 4724037951.0,
      "count": 8
    },
    "corporations_other_businesses": {
      "raum": 2199417.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 1072850593.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 4,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://linkedin.com/company/reams-asset-management",
    "https://linkedin.com/company/scout-investments",
    "https://reamsasset.com",
    "https://scoutinv.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111787",
  "disclosure_items": [
    {
      "item": "11.C(1)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?"
    },
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "KANSAS CITY",
  "url": "https://advisorcensus.com/firm/scout-investments-inc-kansas-city-mo-111787",
  "display_name": "Scout Investments, Inc.",
  "summary": "Scout Investments, Inc. is an SEC-registered investment advisory firm in Kansas City, MO, registered since 2001, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 20, 2026.",
  "citation": "AdvisorCensus. Scout Investments, Inc. (CRD 111787): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Scout Investments, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Scout Investments, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Scout Investments, Inc. located?",
      "a": "Scout Investments, Inc.'s principal office is in Kansas City, MO, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Scout Investments, Inc. registered with the SEC or a state?",
      "a": "Scout Investments, Inc. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111787."
    },
    {
      "q": "How much does Scout Investments, Inc. manage?",
      "a": "Scout Investments, Inc. reports $36,569,657,723 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (100% discretionary)."
    },
    {
      "q": "How have Scout Investments, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Scout Investments, Inc.: Regulatory assets under management: $26,710,949,755 in the October 2021 data and $36,569,657,723 in the October 2026 data, up 37%. Total employees: 59 in October 2021 and 53 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Scout Investments, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (196); pension and profit sharing plans (but not the plan participants or government pension plans) (45); charitable organizations (39)."
    },
    {
      "q": "Does Scout Investments, Inc. report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(1) (SEC or CFTC finding of a false statement or omission), 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111787"
    },
    {
      "q": "What changed in Scout Investments, Inc.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 26710949755.0,
      "total_employees": 59,
      "filing_date": "2021-07-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 30734496748.0,
      "total_employees": 59,
      "filing_date": "2022-04-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 26303652335.0,
      "total_employees": 53,
      "filing_date": "2023-09-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 29020096797.0,
      "total_employees": 53,
      "filing_date": "2024-05-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 33033194860.0,
      "total_employees": 53,
      "filing_date": "2024-12-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 36569657723.0,
      "total_employees": 53,
      "filing_date": "2026-05-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Regulatory assets under management went from $33,033,194,860 to $36,569,657,723 (+11%).",
        "No longer lists an office in Waukesha, WI."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/scout-investments-inc-kansas-city-mo-111787.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 196,
      "fewer_than_5": false,
      "raum": 46776476.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 3,
      "fewer_than_5": false,
      "raum": 7881875361.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 4724037951.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 45,
      "fewer_than_5": false,
      "raum": 7835865222.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 39,
      "fewer_than_5": false,
      "raum": 3944923757.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 186294254.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 30,
      "fewer_than_5": false,
      "raum": 10874834692.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 3,
      "fewer_than_5": true,
      "raum": 1072850593.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2199417.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111787",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}