Linscomb Wealth, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated February 27, 2026, reports $5.2B in regulatory assets under management, 46 employees, 6 offices, and 4,783 accounts.
Assets Under Management
$5.2B
Employees
46
Offices
6 offices
Total Clients
1,665
Primary office
HOUSTON, TX
1333 WEST LOOP SOUTH, SUITE 1500, HOUSTON, TX, United States
Top client segmentHNWI represent 63.5% of total clients.
Top client categories% of clientsClients
1
HNWI
63.5%
1,058
2
Individuals
35.0%
582
3
Pension Plans
1.0%
17
4
Charitable
0.2%
4
5
Corporations
0.2%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.2Bas of February 27, 2026
Discretionary99.9%
$5.2B
100% of total RAUM99.9%
Non-discretionary0.1%
$3M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.2B
Total Accounts4,783
10Y AUM Change+$2.6B (+102.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees46
Clients per Employee36:1
10Y Employee Change+2 (+4.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.