Linscomb & Williams, Inc.
Linscomb & Williams, Inc. (dba Linscomb Wealth) is a fee-only, registered investment adviser (RIA) and wealth management firm headquartered in Houston, Texas. Founded in 1971, the firm has more than 50 years of experience providing holistic financial planning and investment management services. Linscomb Wealth serves clients nationwide, offering expertise in financial, retirement, estate, and tax planning, as well as portfolio management and family office services. The firm employs 57 full-time professionals, including former attorneys and CPAs, and is a wholly owned subsidiary of Cadence Bank.
Investment Strategy
Linscomb & Williams pursues a disciplined, client-centered investment strategy rooted in fiduciary, fee-only principles. The firm provides customized portfolio management, emphasizing asset allocation, diversification, risk management, and alignment with each client's long-term goals. Their process incorporates regular portfolio monitoring, tax optimization, estate planning, and periodic adjustments by an in-house investment committee. As a fiduciary, every financial decision is tailored to the client's unique needs, and the firm remains committed to transparent communication and objective advice.
Top Holdings
Equity Positions (304)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 10.98% | $239.0M | 4,191,473 | $42.03 | $57.01 | +$27.5M |
I IVV | ISHARES TR | 8.98% | $195.4M | 314,740 | $179.95 | $620.90 | +$18.7M |
I IJH | ISHARES TR | 4.53% | $98.5M | 1,587,720 | $24.35 | $62.02 | +$7.4M |
D DON | WISDOMTREE TR | 4.22% | $91.8M | 1,831,348 | $24.17 | $50.12 | +$1.7M |
E EFA | ISHARES TR | 4.12% | $89.6M | 1,002,403 | $61.81 | $89.39 | +$4.8M |