LINSCOMB WEALTH, INC.

CRD 106779File 801-48855

APPROVED

Retail clients

Custody

Filing as of Feb 27, 2026

Feed vintage Aug 17, 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

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
Website: HTTPS://WWW.LINSCOMBWEALTH.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.