SCOTT & SELBER, INC. CAPITAL MANAGEMENT
Adviser information for SCOTT & SELBER, INC. CAPITAL MANAGEMENT last updated from Form ADV on March 15th, 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 | Texas, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | 318 | $498.4M |
| Non-Discretionary | 2 | $15.5M |
| Total | 320 | $513.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 100 | $45.5M |
| HNW Individuals | 184 | $315.8M |
| 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 | 1 | $10.1M |
| Charitable organizations | 25 | $136.1M |
| 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 | 5 | $6.4M |
| 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 | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-28446 |
|---|---|
| SEC ERA File Number | 801-28446 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105523 |
| Legal Entity Identifier | None |
Principal Office
800 BERING DRIVESUITE 208
HOUSTON
TX
United States
Monday - Friday, BY APPOINTMENT
Tel: 713-850-1717, Fax: 713-850-1739
Chief Compliance Officer
CHRISTOPHER T. MCMILLIN
PRESIDENT
800 BERING DRIVE
SUITE 208
HOUSTON
TX
United States
Tel:
713-850-1717
Fax:
713-850-1739
T***@*****************M
(Full email address available in API data)
Regulatory Contact
CHRISTOPHER T. MCMILLIN
PRESIDENT
800 BERING DRIVE
SUITE 208
HOUSTON
TX
United States
Tel:
713-850-1717
Fax:
713-850-1739
T***@*****************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 |
|---|---|---|---|---|---|
| MCMILLIN, CHRISTOPHER, TOBIN | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 10/2021 | > 75% |