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- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-18-2022
- Office Locations
- 1
Office Locations
About Scout Asset Management
Scout Asset Management is a licensed investment adviser in Oregon and Washington, serving individuals, small businesses, and family trusts with financial planning and ongoing portfolio management. Portfolios emphasize asset allocation using mutual funds and ETFs, with fixed income where appropriate. The firm uses Black Diamond for portfolio reporting and typically custodies client assets at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Tyler Spencer Hilligoss
Chief Compliance Officer, Founder, Managing Member
- CRD
- #3111236
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,299,746 | -- |
| Non-Discretionary | $8,069,157 | -- |
| Total | $67,368,903 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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