Scout
RIASEC Registered
Total AUM
$798K
Discretionary
$798K
100% of AUM
Avg account
$640
Accounts
1,246
Employees
12
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 318417
- Registered since
- March 9, 2022
- Website
- www.scoutftw.com
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Scout is an independent registered investment adviser structured as a corporation and SEC-registered in 2022. The firm serves individual and family clients across multiple states, operating as a capital allocator that blends fee models (percentage of AUM and fixed fees). Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Scout does not identify as an ESG-focused investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents60%
- Public Funds/Mutual Funds40%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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