Scout
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
1 of 1
Michael Haddix
CEO & FounderCRD 6492031
Contacts
1 of 1
Cindy Zeng
Managing PartnerCRD 7493329
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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