Linscomb & Williams Inc is a large advisory firm based in Houston. It manages $2.81 billion of regulatory assets for 1,622 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Colorado, and 10 other states.
Linscomb & Williams provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
Linscomb & Williams: assets under management
The assets under management (AUM) of Linscomb & Williams Inc is $2.81 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 220% since the beginning of its operation, and $492.28 thousand of the total AUM is attributable to clients outside of the United States.
The firm manages $2.81 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.73 million each.
Linscomb & Williams has custody of $2.81 billion in cash and securities for 1,600 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in investment and business development companies the most. They account for 42% of the total AUM. The second-largest asset type is exchange traded securities, which make up 38% of the firm’s portfolio. Investments in state and local bonds form 12% of the total invested assets.
