Scott & Selber, Inc. Capital Management
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 105523
- Registered since
- December 4, 1986
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.82%
- Charitable Organizations26.14%
- Individuals2.78%
- Corporations / Businesses1.26%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Scott & Selber, Inc. Capital Management is an independent registered investment adviser that has been SEC-registered since 1986. The firm operates as a corporation with individual ownership and runs a percentage-of-assets fee model. Its advisory work centers on discretionary portfolio management for individuals, small businesses, and for larger business or institutional clients. The firm is not structured as a capital allocator and does not identify as an active ESG investor. It is not a multi-state or newly formed adviser, and it does not list pension consulting or related-adviser arrangements among its activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- State & Local Bonds20%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$45.1M in ETFs
82%
$36.9M
4%
$8.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $9M | 100,213 | 20.03% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 800 Bering Dr
- Time zone
- CT (UTC-6)
- Office locations
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