9AT: SCOTT & SELBER, INC. CAPITAL MANAGEMENT

Adviser Profile

As of Date	03/28/2026
Registration	SEC, Approved, 12/04/1986
ADV Location	HOUSTON, TX, United States
Contact Info	713 xxxxxxx

AUM^*	637,892,240 24%
of that, discretionary	634,305,488 27%
Number of Employees	4 33%
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	2,126,307 32%
% High Net Worth	64.22% 10%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser LAWSON KROEKER INVESTMENT MANAGEMENT INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM428.6m	#Funds-
Adviser WAKEFIELD ASSET MANAGEMENT, LLLP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM454.0m	#Funds-
Adviser FREEDOM FAMILY OFFICE, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM162.1m	#Funds-
Adviser WORLD CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM72.0m	#Funds-
Adviser BRAGG FINANCIAL ADVISORS INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.7b	#Funds-
Adviser STONECROP WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM299.5m	#Funds-
Adviser KASSOUF WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM471.3m	#Funds-
Adviser PERRITT CAPITAL MANAGEMENT INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM279.8m	#Funds-
Adviser CAPTRUST WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.0b	#Funds-
Adviser SJS INVESTMENT SERVICES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.9b	#Funds-

Brochure Summary

Overview

Scott & Selber, Inc. was founded in 1987 by Curtis Scott and Jack Selber. Scott & Selber, Inc. is owned by Christopher T. McMillin, and he serves as the President and Chief Compliance Officer. Scott & Selber, Inc. manages financial assets normally on a discretionary basis. We do not offer financial planning services, nor do we sell or distribute any products. As of December 31, 2023, Scott & Selber, Inc. managed $513,905,445 in assets, $498,417,736 discretionary and $15,487,709 non-discretionary. We are not affiliated with, related to or partially owned by any other investment firms or organizations. We do not serve as custodian for client assets, nor do we serve as a trustee for any client account. We only invest in publicly traded securities which may include common stocks, exchange-traded funds, preferred stocks, convertible stocks and bonds, taxable and tax-exempt bonds, asset-backed bonds and mutual funds. Each client has a separate account and will have a specific allocation range of equities and fixed income securities, which in some cases may be all equities or all fixed income. Generally, the lower the risk

level desired by a client, the lower the exposure to equities as an asset class. When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must: a.) Meet a professional standard of care when making investment recommendations (give prudent advice); b.) Never put our financial interests ahead of yours when making recommendations (give loyal advice); c.) Avoid misleading statements about conflicts of interest, fees, and investments; d.) Follow policies and procedures designed to ensure that we give advice that is in your best interest; e.) Charge no more than is reasonable for our services; and f.) Give you basic information about conflicts of interest.

SCOTT & SELBER, INC. CAPITAL MANAGEMENT

SCOTT & SELBER, INC. CAPITAL MANAGEMENT

SCOTT & SELBER INC CAPITAL MANAGMENT

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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SCOTT & SELBER, INC. CAPITAL MANAGEMENT SCOTT & SELBER, INC. CAPITAL MANAGEMENT SCOTT & SELBER INC CAPITAL MANAGMENT

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

SCOTT & SELBER, INC. CAPITAL MANAGEMENT

SCOTT & SELBER, INC. CAPITAL MANAGEMENT

SCOTT & SELBER INC CAPITAL MANAGMENT