Linscomb Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Linscomb Wealth reports 1,665 clients. They include 1,058 high-net-worth individuals, 582 individual clients, and 17 pension and profit-sharing plans. Of its assets, 99.9% ($5.21B across 4,782 accounts) are managed with discretion; $2.93M across 1 account is not. It advised 183 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 35% | 5% |
| High-net-worth individuals | 64% | 92% |
| Pension and profit-sharing plans | 1% | 3% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 582 | $259M | 5.0% | $445K |
| High-net-worth individuals | 1,058 | $4.78B | 91.6% | $4.51M |
| Pension and profit-sharing plans | 17 | $152M | 2.9% | $8.94M |
| Charitable organizations | 4 | $17.7M | 0.3% | $4.43M |
| Corporations and other businesses | 4 | $9.49M | 0.2% | $2.37M |
| Total | 1,665 | $5.21B | 100% | $3.13M |
- Clients
- 582
- Regulatory AUM
- $259M
- AUM share
- 5.0%
- Avg. per client
- $445K
- Clients
- 1,058
- Regulatory AUM
- $4.78B
- AUM share
- 91.6%
- Avg. per client
- $4.51M
- Clients
- 17
- Regulatory AUM
- $152M
- AUM share
- 2.9%
- Avg. per client
- $8.94M
- Clients
- 4
- Regulatory AUM
- $17.7M
- AUM share
- 0.3%
- Avg. per client
- $4.43M
- Clients
- 4
- Regulatory AUM
- $9.49M
- AUM share
- 0.2%
- Avg. per client
- $2.37M
Total
- Clients
- 1,665
- Regulatory AUM
- $5.21B
- AUM share
- 100%
- Avg. per client
- $3.13M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 183
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Linscomb Wealth charges 0.40%–1.00% a year for its Discretionary portfolio management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.80% |
| $5M–$10M | 0.60% |
| $10M and above | 0.40% |
Fee details and sources
Other fees
- Ad hoc wealth planning
- Specialty financial planning is a negotiable fixed fee set at the start of the engagement, generally $5,000 to $50,000.
- Family office services
- Family office services, generally for relationships of $20 million or more, are charged on a sliding schedule from 0.50% on the first $20 million down to 0.25% over $200 million; negotiable.
- Treasury bond ladder portfolios
- Standalone discretionary portfolios of laddered U.S. Treasury securities are typically charged a flat annual fee of 0.25%, billed quarterly in arrears.
The Huntington National Bank owns 75% or more of Linscomb Wealth and is in turn owned by Huntington Bancshares Incorporated (75% or more). The leadership team of Linscomb Wealth includes President Phillip Hamman, Chief Investment Officer Ryan Patterson and Chief Compliance Officer Lyda Iturralde. It has 46 employees, 25 of them in advisory roles.
Leadership
Phillip HammanPresident & CEO
Lyda IturraldeChief Compliance Officer/Chief Administrative Officer- Jarrod BurgessBoard Member
George ChristophersonChairman- Melissa HoldingBoard Member
Ryan PattersonChief Investment Officer- Stephen RichardsonBoard Member
Daniel ThorntonChief Operations Officer
Investment adviser representatives
21 representatives listed in the SEC register as of 9 October 2026.
- Marissa Amar
- Jessica Nicole Banitt
- Nicholas Michael Bare
- Wilson Matthew Boren
- Matthew Stephen Britton
- Heidi Leuppi Davis
- Carolyn Ann Galfione
- Andrew Davis Hamilton
- Nicholas X Ibanez
- Clayton Jarrell
- Maryjane Margaret Lecroy
- Sabrina Atalia Ortega
- Elizabeth Pappas
- Irving Reyna
- Lauren Janine Rich
- Abby Barnett Steininger
- Neal Douglas Wadley
- Shala L Walker
Staff
- 46 employees
- 25 in advisory functions
- 18 state-registered reps
- 2 soliciting firms
- Owns 75% or more of Linscomb Wealth, Inc.
The Huntington National Bank
Control person · since February 2026
- Owns 75% or more of The Huntington National Bank
Huntington Bancshares Incorporated
Control person · since April 1966
Linscomb Wealth’s regulatory assets grew from $4.22B (March 2021) to $5.21B (February 2026); clients fell from 6,866 to 1,665 and employees from 54 to 46.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $5.21B | 1,665 | 46 | 7 |
| March 2025 | $4.57B | 1,681 | 52 | 5 |
| February 2024 | $4.29B | 1,758 | 52 | 6 |
| April 2023 | $4.26B | 1,898 | 48 | 5 |
| June 2022 | $4.7B | 1,873 | 57 | 6 |
| March 2021 | $4.22B | 6,866 | 54 | 5 |
Besides its headquarters, Linscomb Wealth has 6 offices, with 7 listed addresses across 4 states.
Texas · 3 listed addresses
- 1333 West Loop South, Suite 1500, HoustonHQ
- 901 South Mopac Expressway, Austin
- 1800 Hughes Landing BLVD, The Woodlands
Alabama · 2 listed addresses
- 4680 Highway 280, Birmingham
- 312 Clinton Ave. West, Huntsville
Georgia · 1 listed address
- 2727 Paces Ferry Road Se, Atlanta
Tennessee · 1 listed address
- 3100 West End Ave, Nashville
Contact and registration details
- Legal name
- Linscomb Wealth, Inc.
- Headquarters
- 1333 West Loop South, Suite 1500, Houston, TX 77027
- Website
- linscombwealth.com
- Phone
- 713-840-1000
- @linscombwealth
- SEC file
- 801-48855
- Structure
- Texas corporation
- Fiscal year end
- December
Linscomb Wealth uses Charles Schwab ($3.2B, 64%) and Fidelity ($1.84B, 36%) as custodians for its separately managed accounts. Linscomb Wealth has custody of $2.81B in client assets for 1,229 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $3.2B64%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.84B36%
At year end, Linscomb Wealth’s separately managed accounts were largely in stocks (47%) and funds (41%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.31B across 311 positions; the largest are Vanguard Tax-managed Fds (11.5%), iShares TR (9.1%) and Invesco Exchange Traded FD T (4.5%).
What the accounts hold
- Stocks47%
- Funds41%
- Bonds10%
- State and local bonds7%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
- Cash2%
Reported 13F holdings
- $2.31B
- Reported 13F value
- 311
- Positions
- 44.7%
- In the 10 largest
- +2.7%
- Value vs. prior quarter
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt11.5%
- iShares TR · Core S&P500 ETF9.1%
- Invesco Exchange Traded FD T · Rafi US 1000 ETF4.5%
- iShares TR · Core S&P Mcp ETF4.3%
- iShares TR · MSCI Eafe ETF3.8%
- Wisdomtree TR · US Midcap Divid3.7%
- Vanguard Index Fds · Total Stk Mkt2.1%
- Exxon Mobil Corp.2.1%
- Lam Research Corp.1.9%
- Broadcom Inc.1.8%
Together, the ten largest are 44.7% of reported value.
How many clients does Linscomb Wealth have?
Linscomb Wealth has 1,665 clients and manages $5.21 billion for them, as of February 2026. They include 1,058 high-net-worth individuals, 582 individual clients, and 17 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026
What services does Linscomb Wealth offer?
Linscomb Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Linscomb Wealth charge?
Linscomb Wealth charges 0.40%–1.00% a year for its Discretionary portfolio management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: LINSCOMB WEALTH FORM ADV PART 2A BROCHURE ANNUAL AMENDMENT, filed 27 February 2026
Which custodians does Linscomb Wealth use?
Linscomb Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $3.2B and Fidelity Brokerage Services LLC (Smithfield, RI), with $1.84B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026
How many financial advisors does Linscomb Wealth have?
Linscomb Wealth has 18 investment adviser representatives registered with state securities authorities, out of 46 employees, and 25 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Linscomb Wealth invest in?
At the end of its last fiscal year, Linscomb Wealth’s separately managed accounts held 47% exchange-traded equities, 41% registered funds (mutual funds, ETFs, BDCs), 7% state and local bonds, 2% investment grade corporate bonds, 2% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Linscomb Wealth?
Linscomb Wealth is owned through a holding company by Huntington Bancshares Incorporated. Its direct owner is the Huntington National Bank (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 February 2026
How does Linscomb Wealth get paid?
Linscomb Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Linscomb Wealth registered with the SEC?
Yes, Linscomb Wealth has been registered with the SEC as an investment adviser since 2 May 1995. Its CRD number is 106779 and its SEC file number is 801-48855.
Source: Form ADV Part 1A, Item 1, filed 27 February 2026; IAPD firm record
How do I contact Linscomb Wealth?
Linscomb Wealth’s main office is at 1333 West Loop South, Suite 1500, Houston, TX 77027. Its phone number is 713-840-1000. Its website is linscombwealth.com.