SCOUT
ELV8 INC. Legal Name
Adviser information for SCOUT last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 402 | $216,593 |
| Non-Discretionary | 0 | $0 |
| Total | 402 | $216,593 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 402 | $216,593 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 216,593 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| SCOUT WRAP PROGRAM | SCOUT |
| LEGACY SCOUT WRAP PROGRAM | SCOUT |
Identifiers
| SEC RIA File Number | 801-123234 |
|---|---|
| SEC ERA File Number | 801-123234 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 318417 |
| Legal Entity Identifier | None |
Principal Office
9 WINTERGREEN COURTCLIFTON PARK
NY
United States
Monday - Friday, 9:00 AM - 6:00 PM
Tel: 323-576-6750, Fax: N/A
Websites
Chief Compliance Officer
MICHAEL MCGLAMERY HADDIX
MANAGING PARTNER & CHIEF COMPLIANCE OFFICER
9 WINTERGREEN COURT
CLIFTON PARK
NY
United States
Tel:
(215) 279-3202
Fax:
N/A
M***@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HADDIX, MICHAEL, Mcglamery | Individual | – | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | 09/2020 | 50-75% |
| Zeng, Cindy | Individual | – | MANAGING PARTNER | 12/2020 | 25-50% |