Wealth manager, bank-affiliated · Houston, TX
Linscomb Wealth, Inc.
SEC-registered investment adviser · CRD 106779 · SEC 801-48855
At a glance
Linscomb Wealth, Inc. is an SEC-registered investment adviser based in Houston, Texas, with $5.2B in regulatory assets under management as of its Form ADV filed February 27, 2026. It reports 1,640 individual clients, 1,058 of them high-net-worth, holding an average of about $3.1 million each, and 46 employees. That ranks it 204th among the nation’s 5,657 independent wealth management RIAs and 11th of 367 in Texas. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 713-840-1000linscombwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.2B
- Rank among independent wealth managers
- #204 of 5,657
- Rank among all SEC RIAs
- #2,035 of 17,210
- Rank in Texas
- #11 of 367
- Individual clients
- 1,640
- High-net-worth clients
- 1,058
- Accounts
- 4,783
- Discretionary
- 100% of AUM
- Employees
- 46
- Advisory staff
- 25
- Offices
- 7
Owners and executives on its Form ADV
- George W. ChristophersonChairman
- Phillip P. HammanPresident & CEO
- Ryan L. PattersonChief Investment Officer
- Lyda IturraldeChief Compliance Officer/chief Administrative Officer
- Daniel L. ThorntonChief Operations Officer
- Melissa HoldingBoard Member
- Jarrod BurgessBoard Member
- Stephen Monroe RichardsonBoard Member
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,058 | $4.8B | 92% |
| Individuals | 582 | $259M | 5% |
| Pension and profit sharing plans | 17 | $152M | 3% |
| Charitable organizations | 4 | $18M | <1% |
| Corporations or other businesses | 4 | $9M | <1% |
Disciplinary disclosures
Linscomb Wealth, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗linscombwealth.com ↗
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Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Integrated Advisors Network LLCDallas | $5.5B | 7,363 |
| Bluespring Wealth Management, LLCAustin | $5.4B | 3,167 |
| True North Advisors, LLCDallas | $5.4B | 1,022 |
| Cain, Watters & Associates, LLCFrisco | $5.0B | 2,274 |
| Quotient Wealth Partners, LLCDallas | $4.9B | 2,354 |
| Avidian Wealth SolutionsHouston | $4.8B | 1,866 |
Background
Questions
How much does Linscomb Wealth, Inc. manage?
Linscomb Wealth, Inc. reports $5.2B in regulatory assets under management across 4,783 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 27, 2026.
How many clients does Linscomb Wealth, Inc. have?
It reports 1,640 individual clients: 1,058 high-net-worth individuals and 582 other individuals. Individuals account for about 97% of its regulatory assets.
Where is Linscomb Wealth, Inc. headquartered?
Its main office is in Houston, Texas. It reports 7 offices in total and 46 employees, 25 of whom perform investment advisory functions.
How does Linscomb Wealth, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Linscomb Wealth, Inc. use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed February 27, 2026, it reports these amounts held: Charles Schwab ($3.2B); Fidelity ($1.8B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Linscomb Wealth, Inc. a hybrid RIA with a broker-dealer?
It reports a broker-dealer among its affiliates on Form ADV.
Is Linscomb Wealth, Inc. a fiduciary?
As an SEC-registered investment adviser, Linscomb Wealth, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Linscomb Wealth, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →