LINSCOMB WEALTH, INC.
SEC RegisteredBuilding on Tradition, Leading with Innovation
About the firm
Linscomb Wealth is a nationally-recognized wealth management and advisory firm committed to excellence since 1971. For 55 years, their goal has been to help families turn financial complexity into confidence, supporting lasting legacies for generations to come. The firm operates as a 100% fee-only fiduciary.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Management, and Family Office Services, including comprehensive financial planning, strategic portfolios tailored for long-term growth, and personalized solutions for managing and preserving multigenerational wealth.
Who they serve
Families seeking personalized financial strategies across every stage of their financial journey, including those with multigenerational wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 582 | $259M |
| High Net Worth Individuals | 1,058 | $4.8B |
| Charitable Organizations | 17 | $152M |
| State/Municipal Entities | 4 | — |
183 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
20 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2 million | 1.00% |
| Next $3 million | 0.80% |
| Next $5 million | 0.60% |
| Over $10 million | 0.40% |
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LINSCOMB WEALTH, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.