Linscomb Wealth, Inc. - Investment Advisers

About Linscomb Wealth, Inc.

Linscomb Wealth is an investment adviser headquartered in Houston with $5.21 billion in regulatory assets under management and 46 employees. Founded in 1971 by Dan Linscomb, the firm provides wealth management, retirement planning, and financial advisory services to families and business owners. Based among investment advisers in Texas, the practice draws on more than five decades of experience in serving clients across multiple regions. Now a subsidiary of The Huntington National Bank, Linscomb Wealth maintains independent operations for its wealth management services. The firm employs Certified Financial Planners and offers advisory services including portfolio management, estate planning, and business transition planning. Its approach emphasizes developing personalized financial strategies tailored to each client's specific circumstances and long-term objectives.

Key Facts

Assets Under Management

$5.21B

Employees

46

SEC File Number

801-48855