Linscomb & Williams Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "". Views: 85 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Linscomb & Williams, registered in 1995, is a Registered Investment Advisor (RIA) in 18 state(s) with a licensed staff of 23 advisors. Linscomb & Williams manages $3.8 billion and provides investment advisory services for 5,182 clients (1:226 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 16
Minimum Investment $1,000,000
Average Client Balance $741,902
Total AUM $3.8 billion
Advisor / Client Ratio 1:226
Headquarters Houston, TX
SEC Filings View SEC IAPD CRD #106779
State(s) Registered AL, CA, CO, FL, GA, KY, LA, MD, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA

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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.