Linscomb Wealth
TL;DR
Linscomb Wealth provides wealth planning and investment management to individuals, HNW families, trusts and foundations; its roots date to 1971, and it is a Huntington National Bank subsidiary.
$5.2 billion
Regulatory AUM
As of ADV filing 2026-02-27
4,783
Accounts / Clients
1,640 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
46
Team Size
employees, 25 advisory
31 yrs
Years Registered
First registered 1995
About Linscomb Wealth
Linscomb Wealth provides wealth planning and investment management to individuals, HNW families, trusts and foundations; its roots date to 1971, and it is a Huntington National Bank subsidiary.
Office: 1333 West Loop South, Suite 1500, Houston, TX 77027.
Best for: families above $1M wanting fee-only planning and investment management in one engagement
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD106779
RegistrationSEC-registered
First registration1995
Regulatory AUM$5.2 billion
ADV filing date2026-02-27
Accounts4,783
Clients1,640 individual and high-net-worth clients
Employees46
Advisory employees25
Fee modelFee-only per its own ADV 2A; no commissions on any services
Minimum$1,000,000 account, waivable at its discretion (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA, CPA and JD named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 106779, as of ADV filing 2026-02-27, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Houston, TX (2026): rank 3 of 10
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