Linscomb Wealth, Inc.
● SEC registered since 1995CRD 106779SEC# 801-48855Houston, TX
Reg. AUM
$5.21B
Employees
46
Accounts
4,783
Location
Houston, TX
Linscomb Wealth, Inc. assets under management
Linscomb Wealth, Inc. is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 1995. It reports $5.2 billion in regulatory assets under management and employs 46 people.
Linscomb Wealth, Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Lee Thornton Control | Chief Operations Officer | Under 5% | 2023 |
| George Walter Christopherson Control | Chairman | Under 5% | 2023 |
| Jarrod Burgess Control | Board Member | Under 5% | 2026 |
| Lyda Iturralde Control | Chief Compliance Officer/Chief Administrative Officer | Under 5% | 2022 |
| Melissa Holding Control | Board Member | Under 5% | 2026 |
| Phillip Paul Hamman Control | President & Ceo | Under 5% | 2022 |
| Ryan Lenn Patterson Control | Chief Investment Officer | Under 5% | 2014 |
| Stephen Monroe Richardson Control | Board Member | Under 5% | 2026 |
| The Huntington National Bank Control | Owner | Over 75% | 2026 |
| Huntington Bancshares Incorporated Control | Parent Company | Over 75% | 1966 |
Frequently asked questions
How much does Linscomb Wealth, Inc. manage?
Linscomb Wealth, Inc. reports $5.2 billion in regulatory assets under management on its Form ADV.
How many employees does Linscomb Wealth, Inc. have?
Linscomb Wealth, Inc. reports 46 employees.
Where is Linscomb Wealth, Inc. located?
Linscomb Wealth, Inc. is based in Houston, TX and has been SEC-registered since 1995.
Does Linscomb Wealth, Inc. disclose fund performance?
Linscomb Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1333 West Loop South, Suite 1500, Houston, TX 77027 |
| Phone | 713-840-1000 |
| Fax | 713-840-7802 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1313294 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.21B▲ 14%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,306 advisers
EmployeesTop 13%
More than 87% of 16,824 advisers
Assets under management
$5.21Bregulatory AUM
Discretionary $5.21BNon-discretionary $2.9M