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SCOUT

· CRD 318417 · IAPD ↗ · 323-576-6750

$798,408Regulatory AUM
1Advisory reps
12Employees
0Clients
1-10Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — SCOUT reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2024 — SCOUT now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.