$798.4K Total AUM
$798.4K Disc. AUM
121.5% 3Y CAGR
12 Employees
1,246 ADV. Clients
5 yrs Firm Age
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- Custodian
- Apex
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2020
- Office Locations
- 1
Office Locations
-- Clifton Park NY
About Scout
Scout is a platform and service team helping college athletic programs and athletes manage NIL income. It combines cap management, payout processing (per diems, bonuses, NIL), and approval workflows to maintain a clear compliance paper trail. Athletes also get budgeting tools, adaptive spending plans, and 1:1 guidance on taxes, deal evaluation, and LLC/banking setup. Used by 30+ school partners and 7k+ athletes.
Team overview
-- AVG AGE
$798.4K AVG AUM / ADVISOR
$641 AVG AUM / CLIENT
5 yrs AVG TENURE
12 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
Michael Haddix
Chief Compliance Officer, Managing Partner
- CRD
- #6492031
- Ownership
- 5% but less than 10%
Available
Available
Available
C
Cindy Zeng
Managing Partner
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $798,408 | $641 |
| Non-Discretionary | $0 | -- |
| Total | $798,408 | $641 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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