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LINSCOMB WEALTH, INC.
CRD 106779File 801-48855
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.21B
Top 25% of cohort (national)
Discretionary AUM
$5.21B
Non-discretionary $2.9M
Clients
1,665
4,783 accounts
Employees
46
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 2, 1995
- Principal office
- 1333 WEST LOOP SOUTH, SUITE 1500, HOUSTON, TX, 77027
- Phone
- 713-840-1000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.21B
- Discretionary AUM
- $5.21B
- Non-discretionary AUM
- $2.9M
- Discretionary accounts
- 4,782
- Non-discretionary accounts
- 1
- Total accounts
- 4,783
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $9.5M |
| Charitable organizations | 4 | $17.7M |
| High net worth individuals | 1,058 | $4.78B |
| Pension and profit sharing plans | 17 | $152.0M |
| Individuals (other than high net worth individuals) | 582 | $259.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 52 | 46 | decreased by6 |
| Mar 1, 2026 | Disclosures | Yes | No | |
| Mar 1, 2026 | Clients | 1,681 | 1,665 | decreased by16 |
| Mar 1, 2026 | AUM | $4,566,838,983 | $5,214,032,831 | increased by$647,193,848 |
| Mar 1, 2026 | Accounts | 4,814 | 4,783 | decreased by31 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 57 | 52 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,873 | 1,681 | decreased by192 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,696,563,994 | $4,566,838,983 | decreased by$129,725,011 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,504 | 4,814 | decreased by690 |
| Apr 1, 2022 | Employees | 54 | 57 | increased by3 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Custody | Yes | No | |
| Apr 1, 2022 | Clients | 6,866 | 1,873 | decreased by4,993 |
| Apr 1, 2022 | AUM | $4,218,658,522 | $4,696,563,994 | increased by$477,905,472 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LINSCOMB WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LINSCOMB WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.