{
  "crd_number": 106779,
  "slug": "linscomb-wealth-inc-houston-tx-106779",
  "primary_business_name": "LINSCOMB WEALTH, INC.",
  "legal_name": "LINSCOMB WEALTH, INC.",
  "dbas": [],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1995-05-02",
  "years_registered": 31,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 5214032831.0,
  "raum_discretionary": 5211104707.0,
  "raum_non_discretionary": 2928124.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 46,
  "advisory_employees": 25,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 17712599.0,
      "count": 4
    },
    "individuals": {
      "raum": 259146092.0,
      "count": 582
    },
    "pension_profit_sharing": {
      "raum": 151973950.0,
      "count": 17
    },
    "high_net_worth_individuals": {
      "raum": 4775707125.0,
      "count": 1058
    },
    "corporations_other_businesses": {
      "raum": 9493065.0,
      "count": 4
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "CA",
    "CO",
    "FL",
    "GA",
    "KY",
    "LA",
    "MD",
    "NC",
    "NJ",
    "NM",
    "NY",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/company/linscombwealth",
    "https://linscombwealth.com",
    "https://vimeo.com/linscombwealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106779",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/linscomb-wealth-inc-houston-tx-106779",
  "display_name": "Linscomb Wealth, Inc.",
  "summary": "Linscomb Wealth, Inc. is an SEC-registered investment advisory firm in Houston, TX, registered since 1995, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Linscomb Wealth, Inc. (CRD 106779): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Linscomb Wealth, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Linscomb Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Linscomb Wealth, Inc. located?",
      "a": "Linscomb Wealth, Inc.'s principal office is in Houston, TX, according to its Form ADV; the March 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Linscomb Wealth, Inc. registered with the SEC or a state?",
      "a": "Linscomb Wealth, Inc. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 106779."
    },
    {
      "q": "How much does Linscomb Wealth, Inc. manage?",
      "a": "Linscomb Wealth, Inc. reports $5,214,032,831 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Linscomb Wealth, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Linscomb Wealth, Inc.: Regulatory assets under management: $4,218,658,522 in the October 2021 data and $5,214,032,831 in the October 2026 data, up 24%. Total employees: 54 in October 2021 and 46 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Linscomb Wealth, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1,058); individuals (other than high net worth individuals) (582); pension and profit sharing plans (but not the plan participants or government pension plans) (17)."
    },
    {
      "q": "Which custodians does Linscomb Wealth, Inc. use?",
      "a": "Linscomb Wealth, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Linscomb Wealth, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106779"
    },
    {
      "q": "Does Linscomb Wealth, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 27, 2026 says: \"You typically must have an account of at least $1,000,000 for us to serve you; however, we reserve the right to waive the minimum based on our discretion.\""
    },
    {
      "q": "What changed in Linscomb Wealth, Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 3 (now no: 11.E(1), 11.E(2), 11.E(4)). Employees performing advisory functions went from 31 to 25. Regulatory assets under management went from $4,566,838,983 to $5,214,032,831 (+14%). Added an office in Nashville, TN. Added an office in The Woodlands, TX. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 4218658522.0,
      "total_employees": 54,
      "filing_date": "2021-09-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 4696563994.0,
      "total_employees": 57,
      "filing_date": "2022-08-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 4256695235.0,
      "total_employees": 48,
      "filing_date": "2023-09-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 4287245316.0,
      "total_employees": 52,
      "filing_date": "2024-02-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4566838983.0,
      "total_employees": 52,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 5214032831.0,
      "total_employees": 46,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Item 11 disclosure answers changed: 0 yes answers, previously 3 (now no: 11.E(1), 11.E(2), 11.E(4)).",
        "Employees performing advisory functions went from 31 to 25.",
        "Regulatory assets under management went from $4,566,838,983 to $5,214,032,831 (+14%).",
        "Added an office in Nashville, TN.",
        "Added an office in The Woodlands, TX.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in OR."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "You typically must have an account of at least $1,000,000 for us to serve you; however, we reserve the right to waive the minimum based on our discretion."
        ]
      }
    ],
    "quotes": [
      "You typically must have an account of at least $1,000,000 for us to serve you; however, we reserve the right to waive the minimum based on our discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/linscomb-wealth-inc-houston-tx-106779.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 582,
      "fewer_than_5": false,
      "raum": 259146092.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1058,
      "fewer_than_5": false,
      "raum": 4775707125.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 151973950.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": false,
      "raum": 17712599.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": false,
      "raum": 9493065.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106779",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}