# Linscomb Wealth, Inc.

> 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.

- CRD: 106779
- Filed as: LINSCOMB WEALTH, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106779
- AdvisorCensus page: https://advisorcensus.com/firm/linscomb-wealth-inc-houston-tx-106779

## Quick answers

**How is Linscomb Wealth, Inc. compensated?**
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).

**Where is Linscomb Wealth, Inc. located?**
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).

**Is Linscomb Wealth, Inc. registered with the SEC or a state?**
Linscomb Wealth, Inc. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 106779.

**How much does Linscomb Wealth, Inc. manage?**
Linscomb Wealth, Inc. reports $5,214,032,831 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**How have Linscomb Wealth, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Linscomb Wealth, Inc. serve?**
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).

**Which custodians does Linscomb Wealth, Inc. use?**
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.

**Does Linscomb Wealth, Inc. report any disciplinary disclosures?**
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

**Does Linscomb Wealth, Inc. state an account minimum?**
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."

**What changed in Linscomb Wealth, Inc.'s recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $5,214,032,831
- Discretionary: $5,211,104,707
- Non-discretionary: $2,928,124

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 582 | $259,146,092 |
| High net worth individuals | 1,058 | $4,775,707,125 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $151,973,950 |
| Charitable organizations | 4 | $17,712,599 |
| Corporations or other businesses not listed above | 4 | $9,493,065 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1995 (31 years)
- Employees: 46 total, 25 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, CA, CO, FL, GA, KY, LA, MD, NC, NJ, NM, NY, PA, SC, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Atlanta, GA
- Austin, TX
- Birmingham, AL
- Huntsville, AL
- Nashville, TN
- The Woodlands, TX

### Websites listed on Form ADV (Item 1.I)
- linscombwealth.com
- vimeo.com/linscombwealth
- LinkedIn @linscombwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,218,658,522 | 54 | September 28, 2021 |
| October 2022 | $4,696,563,994 | 57 | August 31, 2022 |
| October 2023 | $4,256,695,235 | 48 | September 6, 2023 |
| October 2024 | $4,287,245,316 | 52 | February 29, 2024 |
| October 2025 | $4,566,838,983 | 52 | March 24, 2025 |
| October 2026 | $5,214,032,831 | 46 | February 27, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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).

### January 2026
- No longer registered or notice-filed in OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Linscomb Wealth, Inc. (CRD 106779): Form ADV filing data as of October 2026.