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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-28-1995
- Office Locations
- 3
Office Locations
About Linscomb Wealth, Inc.
Houston-based Linscomb Wealth is a fee-only fiduciary RIA with more than 50 years advising clients on building, managing, and sharing wealth. The firm provides integrated wealth management and financial planning, including tax, estate, and charitable strategies, with portfolio construction centered on diversified ETF and mutual-fund allocations. Custodied at Schwab and Fidelity, with offices in Houston, Atlanta, and Nashville; recognized in 2024 Barron’s Top 100 RIA rankings.
Team overview
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CRM
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Owner & Executives
Jarrod Burgess
--
- CRD
- #4589684
- Ownership
- Less than 5%
GEORGE WALTER CHRISTOPHERSON II
Chairman
- CRD
- #1046087
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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Marissa Amar
Associate Wealth Advisor
- CRD
- #7604998
Jessica Nicole Banitt
Wealth Advisor
- CRD
- #6756709
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,211,104,707 | $1,089,733 |
| Non-Discretionary | $2,928,124 | $2,928,124 |
| Total | $5,214,032,831 | $1,090,118 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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