This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 24, 2025 and February 27, 2026, reported AUM increased 14.2%, from $4.6B to $5.2B.
Across 5 reported observations, AUM increased 11.0% between August 31, 2022 and February 27, 2026, from $4.7B to $5.2B.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 25 advisory representatives and 1,848 clients, or 73.9 clients per representative. That equates to $2.8M in reported AUM per client.
The profile lists 3 reported office locations and 31 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Linscomb Wealth, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Linscomb Wealth, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Linscomb Wealth, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Linscomb Wealth, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing