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 a privately owned corporate advisor founded before 1986 and registered with the SEC since 1986. The firm serves both individual and family clients as well as institutional and business accounts, delivering portfolio management for individuals/small businesses and for businesses or institutions. Compensation is billed as a percentage of assets under management. The adviser reports a predominantly equity-oriented investment posture and does not identify as an active ESG investor. It operates as a single-state adviser and is not structured as a pension consultant, related adviser, or capital allocator.
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%
Contacts
2 of 2Neeraj Hingorani
ShareholderCRD 8049275
Christopher Mcmillin
Portfolio ManagerCRD 4661087
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$43.6M in ETFs
85%
$36.8M
0%
$6.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $8.6M | 100,115 | 19.78% |
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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