Hedge Fund Database

LINSCOMB & WILLIAMS

LINSCOMB & WILLIAMS INC Legal Name

Adviser information for LINSCOMB & WILLIAMS last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Texas, United States

Employees

Total Number of Employees 52
Investment Advisory/Research 29
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 22
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 5,127 $4.3B
Non-Discretionary 1 $1.7M
Total 5,128 $4.3B

Clients

Type Number RAUM
Individuals 733 $316.3M
HNW Individuals 997 $3.8B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 16 $134.0M
Charitable organizations 6 $18.1M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 6 $7.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 47
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshops
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-48855
SEC ERA File Number 801-48855
SEC CIK Numbers 1313294
SEC CRD Numbers 106779
Legal Entity Identifier None

Principal Office

1333 WEST LOOP SOUTH
SUITE 1500
HOUSTON
TX
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Tel: 713-840-1000, Fax: 713-840-7802

Websites

www.linscombwealth.com www.facebook.com/linscombwealth www.linkedin.com/company/linscombwealth vimeo.com/linscombwealth

Chief Compliance Officer

LYDA ITURRALDE
CHIEF OF STAFF
1333 WEST LOOP SOUTH
SUITE 1500
HOUSTON
TX
United States
Tel: 713-840-1000
Fax: 713-840-7802
(Full email address available in API data)

Regulatory Contact

PHILLIP HAMMAN, IV
PRESIDENT/CEO
1333 WEST LOOP SOUTH
SUITE 1500
HOUSTON
TX
United States
Tel: 713-840-1000
Fax: 713-840-7802
(Full email address available in API data)

Industry Affiliates

CADENCE BANK Banking or thrift institution

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CHRISTOPHERSON, GEORGE, WALTER Individual – CHAIRMAN 05/2023 < 5%
CADENCE BANK Domestic Entity – PARENT COMPANY 07/2012 > 75%
HAMMAN, PHILLIP, PAUL Individual – PRESIDENT & CEO 06/2022 < 5%
PATTERSON, RYAN, LENN Individual – EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER 02/2014 < 5%
ITURRALDE, LYDA Individual – CHIEF COMPLIANCE OFFICER/CHIEF OF STAFF 08/2022 < 5%
BAGLEY, CHRISTOPHER, ALLEN Individual – DIRECTOR 06/2022 < 5%
CORLEY, CHARLOTTE, NICHOLSON Individual – DIRECTOR 12/2023 < 5%

No. Employees, Historic

60300201920202021202220232024202555 on 11/25/201955 on 4/15/202055 on 4/29/202055 on 6/29/202055 on 1/7/202154 on 3/12/202154 on 9/28/202157 on 3/29/202257 on 4/1/202257 on 6/21/202257 on 6/22/202257 on 8/31/202252 on 3/27/202348 on 4/21/202348 on 9/1/202348 on 9/6/202348 on 1/30/202452 on 2/29/2024

RAUM, Historic

5B3B020192020202120222023202420253685209712 on 11/25/20193844536498 on 4/15/20203844536498 on 4/29/20203844536498 on 6/29/20203844536498 on 1/7/20214218658522 on 3/12/20214218658522 on 9/28/20214696563994 on 3/29/20224696563994 on 4/1/20224696563994 on 6/21/20224696563994 on 6/22/20224696563994 on 8/31/20224256695235 on 3/27/20234256695235 on 4/21/20234256695235 on 9/1/20234256695235 on 9/6/20234256695235 on 1/30/20244287245316 on 2/29/2024

No. Clients, Historic

7,0003,500020192020202120222023202420251867 on 11/25/20195182 on 4/15/20205182 on 4/29/20205182 on 6/29/20205182 on 1/7/20216866 on 3/12/20216866 on 9/28/20211873 on 3/29/20221873 on 4/1/20221873 on 6/21/20221873 on 6/22/20221873 on 8/31/20221898 on 3/27/20231898 on 4/21/20231898 on 9/1/20231898 on 9/6/20231898 on 1/30/20241758 on 2/29/2024

Holdings

From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 231K 2K –
ABBOTT LABS COM 11M 103K –
ABBVIE INC COM 14M 81K –
ACCENTURE PLC IRELAND SHS CLASS A 11M 36K –
ADOBE INC COM 3M 5K –
ADVANCED MICRO DEVICES INC COM 2M 14K –
AIR PRODS & CHEMS INC COM 5M 18K –
ALLIANT ENERGY CORP COM 299K 6K –
ALLSTATE CORP COM 779K 5K –
ALPHABET INC CAP STK CL C 11M 59K –
ALPHABET INC CAP STK CL A 10M 57K –
ALTRIA GROUP INC COM 300K 7K –
AMAZON COM INC COM 17M 86K –
AMERICAN CENTY ETF TR INTERNATIONAL LR 269K 5K –
AMERICAN EXPRESS CO COM 813K 4K –
AMERICAN TOWER CORP NEW COM 10M 52K –
AMERICAN WTR WKS CO INC NEW COM 5M 36K –
AMGEN INC COM 11M 34K –
APA CORPORATION COM 857K 29K –
APPLE INC COM 34M 162K –
ASML HOLDING N V N Y REGISTRY SHS 339K 331 –
AT&T INC COM 879K 46K –
AUTOMATIC DATA PROCESSING IN COM 1M 5K –
BANK AMERICA CORP COM 12M 312K –
BAXTER INTL INC COM 1M 33K –
BECTON DICKINSON & CO COM 2M 10K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 6K –
BLACK STONE MINERALS L P COM UNIT 172K 11K –
BLACKROCK INC COM 11M 14K –
BLACKSTONE INC COM 879K 7K –
BOEING CO COM 351K 2K –
BOOKING HOLDINGS INC COM 5M 1K –
BP PLC SPONSORED ADR 1M 29K –
BRISTOL-MYERS SQUIBB CO COM 207K 5K –
BROADCOM INC COM 28M 17K –
CADENCE BANK COM 855K 30K –
CALUMET SPECIALTY PRODS PART UT LTD PARTNER 2M 111K –
CAMDEN PPTY TR SH BEN INT 253K 2K –
CAPITAL ONE FINL CORP COM 4M 27K –
CHENIERE ENERGY INC COM NEW 4M 22K –
CHENIERE ENERGY PARTNERS LP COM UNIT 1M 25K –
CHEVRON CORP NEW COM 13M 82K –
CHUBB LIMITED COM 466K 2K –
CISCO SYS INC COM 8M 178K –
CITIGROUP INC COM NEW 9M 144K –
COCA COLA CO COM 2M 26K –
COGNIZANT TECHNOLOGY SOLUTIO CL A 2M 28K –
COMCAST CORP NEW CL A 8M 202K –
CONOCOPHILLIPS COM 440K 4K –
CONSTELLATION BRANDS INC CL A 3M 12K –
CORTEVA INC COM 4M 81K –
COSTCO WHSL CORP NEW COM 6M 7K –
CROWN CASTLE INC COM 5M 54K –
CSX CORP COM 1M 38K –
CUMMINS INC COM 11M 39K –
CURTISS WRIGHT CORP COM 293K 1K –
CVS HEALTH CORP COM 340K 6K –
DEERE & CO COM 285K 763 –
DIAMONDBACK ENERGY INC COM 244K 1K –
DIMENSIONAL ETF TRUST US TARGETED VLU 260K 5K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 2M 73K –
DIMENSIONAL ETF TRUST US LARGE CAP VAL 275K 10K –
DISNEY WALT CO COM 228K 2K –
DOMINION ENERGY INC COM 640K 13K –
DOW INC COM 7M 133K –
DUKE ENERGY CORP NEW COM NEW 9M 87K –
DUPONT DE NEMOURS INC COM 1M 15K –
EAGLE MATLS INC COM 2M 8K –
EATON CORP PLC SHS 868K 3K –
ECOLAB INC COM 3M 11K –
ELANCO ANIMAL HEALTH INC COM 1M 82K –
ELI LILLY & CO COM 3M 3K –
EMERSON ELEC CO COM 4M 35K –
ENBRIDGE INC COM 368K 10K –
ENERGY TRANSFER L P COM UT LTD PTN 1M 71K –
ENTERPRISE PRODS PARTNERS L COM 5M 175K –
EQUIFAX INC COM 1M 5K –
EXXON MOBIL CORP COM 48M 418K –
FASTENAL CO COM 633K 10K –
FIDELITY COVINGTON TRUST MSCI INFO TECH I 357K 2K –
FIDELITY COVINGTON TRUST MOMENTUM FACTR 255K 4K –
FIDELITY COVINGTON TRUST MSCI CONSM DIS 280K 3K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 8M 170K –
FIDELITY NATL INFORMATION SV COM 6M 83K –
FIRST TR MORNINGSTAR DIVID L SHS 779K 21K –
GALLAGHER ARTHUR J & CO COM 669K 3K –
GE AEROSPACE COM NEW 212K 1K –
GENERAL DYNAMICS CORP COM 4M 13K –
GENERAL MLS INC COM 7M 117K –
GILEAD SCIENCES INC COM 634K 9K –
GOLDMAN SACHS ETF TR ACTIVEBETA US 2M 37K –
GUIDEWIRE SOFTWARE INC COM 528K 4K –
HOME DEPOT INC COM 2M 7K –
HONEYWELL INTL INC COM 9M 40K –
HORMEL FOODS CORP COM 583K 19K –
IAMGOLD CORP COM 75K 20K –
INDEPENDENT BANK GROUP INC COM 1M 27K –
INTEL CORP COM 679K 22K –
INTERCONTINENTAL EXCHANGE IN COM 352K 3K –
INTERNATIONAL BANCSHARES COR COM 233K 4K –
INTERNATIONAL BUSINESS MACHS COM 3M 20K –
INTUIT COM 244K 371 –
INVESCO EXCH TRADED FD TR II GLOBAL WATER 882K 22K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 230K 11K –
INVESCO EXCHANGE TRADED FD T WATER RES ETF 4M 62K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 79M 2M –
INVESCO QQQ TR UNIT SER 1 4M 8K –
ISHARES TR RUS 1000 ETF 5M 17K –
ISHARES TR CORE S&P SCP ETF 1M 10K –
ISHARES TR MSCI INTL QUALTY 5M 140K –
ISHARES TR CORE S&P500 ETF 184M 337K –
ISHARES TR CORE S&P TTL STK 223K 2K –
ISHARES TR CORE S&P US GWT 543K 4K –
ISHARES TR RUS 1000 GRW ETF 8M 23K –
ISHARES TR INTL SEL DIV ETF 11M 382K –
ISHARES TR SELECT DIVID ETF 9M 73K –
ISHARES TR MSCI USA QLT FCT 254K 1K –
ISHARES TR RUS MDCP VAL ETF 774K 6K –
ISHARES TR S&P MC 400GR ETF 387K 4K –
ISHARES TR ISHARES SEMICDTR 323K 1K –
ISHARES TR MSCI EAFE ETF 87M 1M –
ISHARES TR CORE US AGGBD ET 6M 58K –
ISHARES TR COHEN STEER REIT 253K 4K –
ISHARES TR NATIONAL MUN ETF 477K 4K –
ISHARES TR CORE DIV GRWTH 1M 19K –
ISHARES TR RUS 1000 VAL ETF 6M 35K –
ISHARES TR RUS 2000 VAL ETF 441K 3K –
ISHARES TR RUSSELL 3000 ETF 421K 1K –
ISHARES TR RUS MD CP GR ETF 783K 7K –
ISHARES TR CORE TOTAL USD 1M 26K –
ISHARES TR MSCI EMG MKT ETF 6M 146K –
ISHARES TR RUS MID CAP ETF 2M 20K –
ISHARES TR S&P 500 VAL ETF 620K 3K –
ISHARES TR RUSSELL 2000 ETF 738K 4K –
ISHARES TR RUS 2000 GRW ETF 644K 2K –
ISHARES TR SHRT NAT MUN ETF 919K 9K –
ISHARES TR CORE S&P MCP ETF 93M 2M –
ISHARES TR EAFE SML CP ETF 238K 4K –
ISHARES TR CORE MSCI TOTAL 509K 8K –
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 9M 162K –
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 259K 6K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 391K 8K –
JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 3M 51K –
JOHNSON & JOHNSON COM 10M 70K –
JPMORGAN CHASE & CO. COM 22M 110K –
KIMBERLY-CLARK CORP COM 279K 2K –
KIMCO RLTY CORP COM 478K 25K –
KINDER MORGAN INC DEL COM 10M 484K –
KIRBY CORP COM 3M 22K –
KKR & CO INC COM 737K 7K –
LABCORP HOLDINGS INC COM SHS 3M 13K –
LAM RESEARCH CORP COM 18M 17K –
LINDE PLC SHS 445K 1K –
LOCKHEED MARTIN CORP COM 11M 24K –
LOWES COS INC COM 3M 14K –
MARATHON PETE CORP COM 843K 5K –
MASTERCARD INCORPORATED CL A 7M 17K –
MCDONALDS CORP COM 10M 41K –
MEDTRONIC PLC SHS 5M 66K –
MERCK & CO INC COM 9M 72K –
META PLATFORMS INC CL A 10M 20K –
METLIFE INC COM 9M 126K –
MICROSOFT CORP COM 49M 109K –
MONDELEZ INTL INC CL A 636K 10K –
MORGAN STANLEY COM NEW 4M 45K –
MPLX LP COM UNIT REP LTD 679K 16K –
NEXTERA ENERGY INC COM 7M 104K –
NIKE INC CL B 257K 3K –
NORFOLK SOUTHN CORP COM 9M 40K –
NOVO-NORDISK A S ADR 938K 7K –
NUCOR CORP COM 1M 9K –
NVIDIA CORPORATION COM 1M 11K –
OCCIDENTAL PETE CORP COM 6M 98K –
OCCIDENTAL PETE CORP *W EXP 08/03/202 666K 16K –
ONEOK INC NEW COM 1M 14K –
ORACLE CORP COM 5M 39K –
ORIGIN BANCORP INC COM 614K 19K –
PALO ALTO NETWORKS INC COM 6M 19K –
PAYCHEX INC COM 650K 5K –
PAYPAL HLDGS INC COM 2M 27K –
PEPSICO INC COM 10M 59K –
PFIZER INC COM 7M 236K –
PHILIP MORRIS INTL INC COM 8M 81K –
PHILLIPS 66 COM 734K 5K –
PIMCO ETF TR ACTIVE BD ETF 3M 33K –
PIMCO ETF TR ENHAN SHRT MA AC 259K 3K –
PLAINS GP HLDGS L P LTD PARTNR INT A 5M 262K –
PNC FINL SVCS GROUP INC COM 316K 2K –
PPG INDS INC COM 253K 2K –
PROCTER AND GAMBLE CO COM 13M 78K –
PUBLIC STORAGE OPER CO COM 608K 2K –
QUALCOMM INC COM 17M 86K –
REPUBLIC SVCS INC COM 808K 4K –
ROCKWELL AUTOMATION INC COM 267K 971 –
RTX CORPORATION COM 11M 109K –
S&P GLOBAL INC COM 428K 959 –
SALESFORCE INC COM 4M 16K –
SAP SE SPON ADR 266K 1K –
SCHLUMBERGER LTD COM STK 518K 11K –
SCHWAB CHARLES CORP COM 3M 38K –
SCHWAB STRATEGIC TR INTL EQTY ETF 305K 8K –
SCHWAB STRATEGIC TR US LCAP GR ETF 4M 40K –
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 222K 2K –
SELECT SECTOR SPDR TR TECHNOLOGY 386K 2K –
SERVICENOW INC COM 2M 2K –
SHELL PLC SPON ADS 226K 3K –
SOUTHERN CO COM 718K 9K –
SOUTHWEST AIRLS CO COM 376K 13K –
SPDR GOLD TR GOLD SHS 286K 1K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 254K 7K –
SPDR S&P 500 ETF TR TR UNIT 8M 15K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 10M 19K –
SPDR SER TR NUVEEN BLMBRG SH 232K 5K –
SPDR SER TR PRTFLO S&P500 GW 491K 6K –
SPDR SER TR S&P DIVID ETF 39M 303K –
SPDR SER TR NUVEEN BLMBRG MU 2M 39K –
SPDR SER TR PORTFOLIO S&P500 212K 3K –
SPDR SER TR S&P 400 MDCP GRW 1M 12K –
STARBUCKS CORP COM 743K 10K –
STELLAR BANCORP INC COM 521K 23K –
STERLING INFRASTRUCTURE INC COM 3M 28K –
STRYKER CORPORATION COM 5M 16K –
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 833K 15K –
SYSCO CORP COM 273K 4K –
T ROWE PRICE ETF INC PRICE BLUE CHIP 8M 215K –
TARGA RES CORP COM 342K 3K –
TARGET CORP COM 684K 5K –
TELEDYNE TECHNOLOGIES INC COM 270K 695 –
TESLA INC COM 805K 4K –
TEXAS INSTRS INC COM 10M 53K –
THE CIGNA GROUP COM 3M 10K –
THERMO FISHER SCIENTIFIC INC COM 821K 1K –
TJX COS INC NEW COM 5M 44K –
TRUIST FINL CORP COM 6M 149K –
UNION PAC CORP COM 4M 17K –
UNITED PARCEL SERVICE INC CL B 8M 55K –
UNITEDHEALTH GROUP INC COM 537K 1K –
US BANCORP DEL COM NEW 314K 8K –
VALERO ENERGY CORP COM 1M 6K –
VANECK ETF TRUST AGRIBUSINESS ETF 615K 9K –
VANGUARD BD INDEX FDS SHORT TRM BOND 339K 4K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 811K 11K –
VANGUARD INDEX FDS S&P 500 ETF SHS 2M 4K –
VANGUARD INDEX FDS TOTAL STK MKT 44M 165K –
VANGUARD INDEX FDS SM CP VAL ETF 3M 14K –
VANGUARD INDEX FDS GROWTH ETF 1M 3K –
VANGUARD INDEX FDS EXTEND MKT ETF 12M 70K –
VANGUARD INDEX FDS VALUE ETF 790K 5K –
VANGUARD INDEX FDS REAL ESTATE ETF 290K 3K –
VANGUARD INDEX FDS SML CP GRW ETF 208K 831 –
VANGUARD INDEX FDS SMALL CP ETF 639K 3K –
VANGUARD INDEX FDS MID CAP ETF 2M 10K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 3M 74K –
VANGUARD MUN BD FDS TAX EXEMPT BD 2M 41K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 4M 51K –
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 5M 55K –
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 636K 8K –
VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 8M 32K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 3M 14K –
VANGUARD STAR FDS VG TL INTL STK F 5M 88K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 192M 4M –
VANGUARD WHITEHALL FDS HIGH DIV YLD 12M 98K –
VANGUARD WHITEHALL FDS INTL HIGH ETF 6M 81K –
VANGUARD WORLD FD ESG INTL STK ETF 413K 7K –
VANGUARD WORLD FD HEALTH CAR ETF 248K 933 –
VANGUARD WORLD FD INF TECH ETF 278K 483 –
VEEVA SYS INC CL A COM 2M 11K –
VERIZON COMMUNICATIONS INC COM 7M 178K –
VISA INC COM CL A 10M 40K –
VULCAN MATLS CO COM 804K 3K –
WALMART INC COM 1M 20K –
WASTE MGMT INC DEL COM 778K 4K –
WATERS CORP COM 2M 8K –
WELLS FARGO CO NEW COM 564K 9K –
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 459K 12K –
WILLIAMS COS INC COM 8M 188K –
WILLIAMS SONOMA INC COM 18M 63K –
WISDOMTREE TR US HIGH DIVIDEND 31M 362K –
WISDOMTREE TR EMER MKT HIGH FD 13M 293K –
WISDOMTREE TR US SMALLCAP FUND 10M 210K –
WISDOMTREE TR US LARGECAP DIVD 4M 49K –
WISDOMTREE TR US MIDCAP DIVID 88M 2M –
WISDOMTREE TR US S CAP QTY DIV 7M 140K –
YUM BRANDS INC COM 3M 25K –