Linscomb Wealth, Inc.

RIASEC RegisteredEst. 1995

Total AUM

$5.2B

Discretionary

$5.2B

100% of AUM

Avg account

$1.1M

Accounts

4,783

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 106779
Registered since: May 2, 1995
Website: linscombwealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.59%
Individuals4.97%
Pension & Profit Sharing Plans2.91%
Charitable Organizations0.34%
Corporations / Businesses0.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Linscomb Wealth, Inc. is an independent registered investment adviser founded in 1995 that serves both individual and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting and educational workshops. Its billing mixes asset-based fees with hourly and fixed-fee engagements. Linscomb does not market itself as an ESG investor and is not registered as a multi-state adviser. The firm maintains multiple industry relationships beyond its RIA registration: it has affiliations with broker-dealers, other investment advisers, a registered municipal advisor, a banking or thrift institution and an insurance company. Linscomb has been recognized in the trade press, appearing on FA Magazine’s Top RIA Firms list in 2020 and earning Barron’s Top 100 RIA Firm distinction in both 2023 and 2024.