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.

Linscomb uses both direct investments and third-party funds, depending on client needs and account size. For affluent families, direct pass-through investments may be available on certain private equity and real estate deals. The firm's platform supports separately managed accounts as well as pooled vehicles for multi-family office clients.

While not publicly disclosed, Linscomb historically serves clients with at least $1M in investable assets, and many relationships exceed $10M. The firm's multi-family office services target families with a net worth above $5M.

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.

Linscomb's portfolio construction spans public-market exposure (stocks, bonds) and private-market allocations to venture capital, private equity, and private real estate. The firm does not specialize in early-stage venture, but may include growth-stage private funds recommended by its research team.

Yes, select clients with large portfolios may participate in institutional-quality private transactions sourced through Linscomb's relationships. The firm does not lead co-investment syndicates but offers direct access to sponsored deals, primarily in private equity and real estate.