Scout Asset Management

RIAState Registered

Total AUM

$67.4M

Discretionary

$59.3M

88% of AUM

Avg account

$294K

Accounts

229

Employees

Advisory reps

Firm details

Headquarters: Beaverton, Oregon
CRD number: 316969
Website: scoutassets.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.05%
Individuals39.1%
Corporations / Businesses1.6%
Pension & Profit Sharing Plans0.25%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Scout Asset Management is an independent, LLC-structured RIA that provides financial planning and portfolio management primarily for individuals, families and small businesses, with some institutional relationships. The firm is owned by an individual and operates on a mix of fee models, including a percentage of assets under management, hourly charges and fixed fees. Scout is state-registered in Oregon, Texas and Washington and lists an insurance company affiliation among its industry ties. The firm does not identify as an active ESG investor and does not act as a capital allocator.