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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-14-2004
- Office Locations
- 2
Office Locations
About Lipscomb Investment Group, LLC
Lipscomb Investment Group is a wealth management and financial planning firm serving individuals and families, including high-net-worth and retirees, with a multigenerational focus. Services include retirement planning, risk management, tax-efficient strategies, and estate/wealth transfer planning. Investment implementation in managed accounts leans heavily on ETFs; custody includes Schwab and SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW WADE LIPSCOMB
President
- CRD
- #6477885
- Ownership
- 50% but less than 75%
DAVIS DENSON LIPSCOMB
Advisor, Chief Compliance Officer, Owner
- CRD
- #6253935
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
A. DENSON LIPSCOMB
Financial Advisor, General Partner
- CRD
- #1710730
THOMAS PATRICK MEAGHER
Investment Advisor Representative
- CRD
- #7467265
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,151,061 | $233,155 |
| Non-Discretionary | $2,063,933 | -- |
| Total | $80,214,994 | $233,155 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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