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Linscomb Wealth
Linscomb Wealth is a fee-only wealth management and advisory firm. For 55 years its goal has been to help families turn financial complexity into confidence.
Overview
Linscomb Wealth is a fee-only wealth management and advisory firm. For 55 years its goal has been to help families turn financial complexity into confidence. It offers financial planning, investment management, and family office services for managing and preserving multigenerational wealth.
General information
Firm type
Multi Family Office
Year founded
1971
AUM
Approximately $5B (per Nashville Business Journal, 2023)
Location
Region
North America
Country
United States
City
Houston
Corporate office
Nashville, TN, United States
Principals
Bill Linscomb
Founder
David Linscomb
President
Sector focus
Frequently asked questions
Who leads investment decisions at Linscomb Wealth?
Investment decisions are made by Linscomb's internal investment committee, which includes credentialed analysts and portfolio managers. The committee evaluates asset allocation, manager selection, and rebalancing across client accounts. Day-to-day oversight is directed by the firm's president, David Linscomb, and experienced CIO-level professionals.
How does Linscomb Wealth's acquisition by Focus Financial affect clients?
Post-acquisition, Linscomb retained its name, leadership, and local decision-making. Focus provides back-office support, technology, and access to a broader pool of alternative investments. Client-facing advisors and service teams remained largely unchanged.
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