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 that has been SEC-registered since 1995. The firm serves both high-net-worth individuals and institutional clients and offers a mix of financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and educational seminars. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Linscomb reports affiliations across the financial services industry — including relationships with broker-dealers, other investment advisers, registered municipal advisor activity, banking/thrift institutions, and insurance companies — and does not identify itself as a capital allocator or an ESG-focused manager. The firm has been recognized in industry rankings, appearing in FA Magazine’s Top RIA Firms (2020) and in Barron’s Top 100 RIA Firms lists for both 2023 and 2024.