Linscomb & Williams

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Trust Score 98%
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Linscomb & Williams, federally registered in 1995, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 20 advisors. Linscomb & Williams manages $2.8 billion and provides investment advisory services for 1,622 clients (1:82 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.

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Firm Information


Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Norman Ray Davis
Avg Advisor Trust Score 97
Avg Advisor Years Registered 9
Minimum Investment $1,000,000
Average Client Balance $1,731,629
Total AUM $2.8 billion
Advisor / Client Ratio 1:82
Headquarters Houston, TX
SEC Filings Forms and Brochures    (CRD # 106779)
State(s) Registered AL, CA, CO, FL, GA, LA, NY, NC, OR, PA, TN, TX, WA


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Richard wrote: Does this firm have a representative in the southern Louisiana market?

3 months ago
Response from Jessica H at Investor.com

We were unable to locate a physical office in Louisiana, but Linscomb & Williams is registered to conduct business in your state and may be able to assist you remotely.