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Linscomb Wealth, Inc.

● SEC registered since 1995CRD 106779SEC# 801-48855Houston, TX
Export (members)
Reg. AUM
$4.57B
Employees
52
Accounts
4,814
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 $4.6 billion in regulatory assets under management and employs 52 people.

Linscomb Wealth, Inc. owners & executives

9 reported
NameTitleOwnershipSince
Cadence Bank ControlParent CompanyOver 75%2012
Charlotte Nicholson Corley ControlDirectorUnder 5%2023
Christopher Allen Bagley ControlDirectorUnder 5%2022
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Frequently asked questions

How much does Linscomb Wealth, Inc. manage?

Linscomb Wealth, Inc. reports $4.6 billion in regulatory assets under management on its Form ADV.

How many employees does Linscomb Wealth, Inc. have?

Linscomb Wealth, Inc. reports 52 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

Address1333 West Loop South, Suite 1500, Houston, TX 77027
Phone713-840-1000
Fax713-840-7802
Office hours8:00 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1313294
Discloses disciplinary historyYes

Assets under management

Discretionary$4.56B
Non-discretionary$2.2M
Total (RAUM)$4.57B