Scout Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$67,368,903
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
103
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
103
Average account size
$654,067
About
Scout Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. Its services include ongoing portfolio management with a written Investment Policy Statement for each client, financial planning, and consulting for employee benefit plans (including 401(k) plans), as well as advice on mutual funds, ETFs, fixed income, annuities, and private placements.
The firm documents client goals and risk tolerance and offers both discretionary and non-discretionary management, applying fundamental and quantitative analysis to guide asset allocation and security selection. Investment strategies include long-term trading and options trading (including covered and uncovered positions); accounts are monitored regularly and clients receive custodial reporting on a monthly basis with formal reviews at least quarterly.
Distinctive aspects noted in the brochure include an affiliated insurance activity: a licensed insurance agent associated with the adviser accepts compensation for insurance and annuity sales, and the firm discloses and documents that conflict and seeks client approval before executing such transactions. The firm also highlights pension consulting for retirement plans — a service less common among similar independent advisers — and reports managing approximately $67 million in client assets.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Private / alternative investments
Annuities
Fee options
Fixed fee up to $10,000 for creating financial plans (not available to Washington clients).
Up to 1.40%
Advisors receive commissions for sales of insurance products, but commissions are not the primary source of compensation.
$250 per hour for financial planning services.
Main office location
Scout Asset Management
4900 Sw Griffith Drive, Suite 256
Beaverton OR 97005, United States
Number of offices
1
Most active in
Scout Asset Management has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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