Lipscomb Investment Group, LLC

RIASEC Registered

Total AUM

$80.2M

Discretionary

$78.2M

97% of AUM

Avg account

$511K

Accounts

157

Employees

Advisory reps

Firm details

Headquarters: Auburn, Alabama
CRD number: 131869
Website: lipscombwealth.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI78.34%
Individuals17.5%
Pension & Profit Sharing Plans2.39%
Pooled Investment Vehicles1.37%
Corporations / Businesses0.22%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Lipscomb Investment Group, LLC is an independent registered investment adviser that serves both individual/family and institutional clients. The firm functions as a capital allocator and offers a mix of fee arrangements, including asset‑based fees, hourly and fixed fees, and performance‑based compensation. Its advisory services span financial planning, portfolio management for individuals, pooled investment vehicles, businesses and institutions, pension consulting, and the selection of other advisers. Lipscomb is not identified as an active ESG investor and does not present itself as a multi‑state adviser. On the operational side, the firm lists affiliations that include acting as an insurance company sponsor and serving as GP/managing member of pooled investment vehicles.