SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Linscomb Wealth, Inc.
Houston, TX
CRD 106779
Firm filing updated February 27, 2026 ·
- $5.2BAssets
- 1,665Clients
- 25Advisory staff
- 4,783Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals1,058
- Individuals582
- Pension and profit sharing plans17
- Charities4
- Corporations or other businesses4
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 582 | $259.1 million |
| High net worth individuals | 1,058 | $4.8 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $152.0 million |
| Charitable organizations | 4 | $17.7 million |
| Corporations or other businesses not listed above | 4 | $9.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Educational seminars/workshops
- 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
Assets and accounts
- Regulatory assets$5.2 billion
- Accounts4,783
- Discretionary$5.2 billion · 4,782 accounts
- Non-discretionary$2.9 million · 1 accounts
People
- Employees46
- Advisory staff25
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
11 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 106779, SEC file 801-48855.
- Registered with the SEC as an investment advisor (status date on record: May 2, 1995).
Is Linscomb Wealth, Inc. a fiduciary?
Short answer: Linscomb Wealth, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.