Scout Investment Advisors, Inc. (Kansas City)

Scout Investment Advisors, Inc. is a large advisory firm based in Kansas City. It manages $19.5 billion of regulatory assets for 287 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Scout Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Scout Investment Advisors: assets under management

The assets under management (AUM) of Scout Investment Advisors, Inc. is $19.5 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 852% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $19.5 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $67.95 million each.

Scout Investment Advisors has custody of $107.89 million in cash and securities for 1 client in total and its related person acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scout Investment Advisors, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Scout Investment Advisors, Inc.

William Berkley Greiner has been acting as President since 1 Apr 2001. Andrew Iseman joined the executive team most recently as the Ceo, Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Berkley Greiner	Chairman	1 Apr 2001	Other	716284
James Lee Moffett	President and director	1 Apr 2001	Other	4377502
Randolph Lestyk	Vice president and director	1 Apr 2001	Other	4377542
Daniel Colman Stevens	Treasurer	1 Apr 2001	Other	2953395
Manuel Antone Andrade	Director	1 Apr 2001	Other	1049952
William Chalmers Tempel	Director	1 Apr 2001	Other	4381342
James Allan Sangster	Director	1 Apr 2001	Other	2575117
N.A. Umb Bank	Shareholder	1 Apr 2001	75% - 100%	44-0194180
John Charles Pauls	Chief compliance officer	1 Apr 2001	Other	4381271
Dennis Ray Rilinger	Corporate secretary	1 Apr 2001	Other	4382046
John Charles Pauls	Secretary	1 Aug 2001	Other	4381271
Joseph Ronald Grebowiec	Compliance officer	1 Aug 2001	Other	2744918
Carolyn Elizabeth Hughes	Compliance officer	1 Nov 2002	Other	2144396
James Alexander Reed	Director	1 Dec 2002	Other	4631642
Edward Joseph Mcshane	Director	1 Dec 2002	Other	4631735
Mark E Osborne	Compliance officer	1 Jun 2003	Other	4711405
Gary William Dicenzo	Senior vice president	1 Jun 2003	Other	1699316
James Lee Moffett	Chairman and director	1 Aug 2004	Other	4377502
Bradley Stewart Kastler	Chief compliance officer	1 Aug 2004	Other	4850153
William Berkley Greiner	President, chief executive officer and chief investment officer	1 Aug 2004	Other	716284
Joseph John Gazzoli	Director	1 Feb 2005	Other	2897137
Gary William Dicenzo	Director & senior vice president	1 Nov 2005	Other	1699316
Deanna Louise Basler	Director	1 Nov 2005	Other	1520750
Clyde Francis Wendel	Director	1 Aug 2006	Other	4341727
Carlton Warren Green	Chief financial officer	1 May 2007	Other	5454274
Mark Evan Osborne	Chief compliance officer	1 Nov 2007	Other	4711405
John Mariner Kemper	Director	1 Jul 2009	Other	2364766
Michael Dennis Hagedorn	Director	1 Jul 2009	Other	5286551
Peter James Desilva	Director	1 Jul 2009	Other	1740057
Umb Financial Corporation	Shareholder	1 Jul 2009	75% - 100%	43-0903811
Benjamin David Wiesenfeld	Chief compliance officer	1 Jul 2009	Other	4953234
Clyde Francis Wendel	Chairman	1 Jul 2009	Other	4341727
Andrew Iseman	Ceo, director	1 Aug 2010	Other	2337042
David Warren Lubchenco	Director	1 Aug 2010	Other	2277212

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Umb Financial Corporation	Shareholder	1 Jan 1967	75% - 100%	43-0903811

Based in Kansas City

The principal office where Scout Investment Advisors, Inc. performs its advisory services is located at 1010 Grand Blvd, Kansas City, MO 64106, which is also the mailing address of the firm. An additional office of the firm is in St. Louis, MO. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 816-860-7000 or by fax 816-842-1027. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.