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Linscomb Wealth, Inc.

● SEC registered since 1995CRD 106779SEC# 801-48855Houston, TX
Export (members)
Reg. AUM
$5.21B
Employees
46
Accounts
4,783
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 $5.2 billion in regulatory assets under management and employs 46 people.

Linscomb Wealth, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Daniel Lee Thornton ControlChief Operations OfficerUnder 5%2023
George Walter Christopherson ControlChairmanUnder 5%2023
Jarrod Burgess ControlBoard MemberUnder 5%2026
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Frequently asked questions

How much does Linscomb Wealth, Inc. manage?

Linscomb Wealth, Inc. reports $5.2 billion in regulatory assets under management on its Form ADV.

How many employees does Linscomb Wealth, Inc. have?

Linscomb Wealth, Inc. reports 46 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 historyNo

Regulatory AUM

$5.21B▲ 14%
Mar '25 — $4.57BApr '25 — $4.57BMay '25 — $4.57BJun '25 — $4.57BJul '25 — $4.57BAug '25 — $4.57BSep '25 — $4.57BOct '25 — $4.57BNov '25 — $4.57BDec '25 — $4.57BJan '26 — $4.57BFeb '26 — $5.21BMar '26 — $5.21BApr '26 — $5.21BMay '26 — $5.21BJun '26 — $5.21B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers

Assets under management

$5.21Bregulatory AUM
Discretionary $5.21BNon-discretionary $2.9M