Important Disclosures

Linscomb Wealth (“LW”) is a registered investment adviser with the Securities and Exchange Commission (“SEC”), with its principal place of business in Houston, Texas. For more information about LW registration status, please refer to the SEC’s Investment Adviser public disclosure website at: https://adviserinfo.sec.gov/

Website Terms of Use

By accessing this website and any materials presented herein (the "Site"), you accept in their entirety the following terms and conditions pertaining to the use of the Site. LW reserves the right to change the terms, conditions, and notices under which this Site is offered without notice at any time. Each use of the Site constitutes your agreement to be bound by the then-current terms and conditions set forth in these Terms of Use. By viewing any of the material appearing on this Site, you acknowledge that you have read, understood, and agreed to the following:

The material provided on this Site is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Information presented is derived from sources deemed to be accurate, though we cannot guarantee the accuracy of all such information presented. Always consult a financial, tax and/or legal professional regarding your specific situation.

The contents of this Site are limited to the dissemination of general information pertaining to LW and its investment advisory and financial planning services. Investing involves the potential for losses as well as gains and therefore may not be suitable for all investors. Investing involves risk, including the possible loss of principal, and past performance is not indicative of future performance. Neither LW nor anyone who participated in creating and presenting this Site and its content is or will be liable for any direct, indirect, incidental, consequential, or other damages, or losses of any kind, which may arise from access to this Site or the use of any information, images, video, or sound appearing on it or derived from it.

Linked Websites and Third-Party Content

This site may provide links to other websites. Such other sites are not controlled by LW, nor have they been reviewed by LW. The links are provided only for convenience. LW does not endorse the sponsor or owner of such sites or warrant the accuracy of any information found there. Further, LW makes no representation concerning the quality, accuracy, suitability, or safety of the content of those sites and expressly disclaims any responsibility for the content, accuracy of information and availability of an/or quality of products, services, or software provided by or advertised on any third-party websites. LW is not responsible for the privacy practices of other sites and shall not be responsible for their content. If you leave this Site through a hyperlink, or any other means, you do so at your own risk.

Some of the products, services, content, including advertisements, tools, and information available through this website may be provided by companies that are not affiliated with LW ("Third Party Content") and their source is clearly identified. In some cases, the Third-Party Content may be used on this website or available through a link to a third-party site. We make no representations or warranties as to third-party products, services, content, tools, and information, and do not guarantee their accuracy, timeliness, completeness, or usefulness. We advise and encourage you to do your own research.

Fraud Alert

Please be aware that websites purportedly operated by LW may be fake and are likely part of a scam to steal personal identification or gain unauthorized account access. LW makes exclusive use of the linscombwealth.com domain for its website and email addresses. Any website or email address from a domain other than linscombwealth.com claiming to be operated by LW should be considered dangerous and avoided if possible. Please contact us by phone at 713-840-1000 if you have any doubts about whether an email, website, phone call or text message claiming to be from LW is legitimate.

For tips intended to help avoid cybersecurity threats and fraud, to prevent and respond to identity theft, and to assist with many other common issues, please visit the US Department of Homeland Security’s Cybersecurity & Infrastructure Agency’s Tips page at https://www.cisa.gov/topics/cybersecurity-best-practices or the SEC’s Tips at https://www.investor.gov/additional-resources/spotlight/common-scams

Barron’s 2024 Top 100 RIA Firms List

For more information about the Barron’s 2024 Top 100 RIA Firms List, please visit Barron’s website.

Barron's is a weekly magazine/newspaper published by Dow Jones & Company that conducted the survey. Advisory firms who wish to be ranked fill out a 102-question survey about their practice. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then applies its rankings formula to the data to generate a ranking. The ranking reflects the volume of assets overseen by the advisory firms, revenues generated for the firms, and the quality of the advisory firms’ practices. Ranking awarded in September 2024 based on data within a 12-month period. Linscomb Wealth is not aware of any undisclosed facts that would call into question the validity or appropriateness of the rating. Licensing fees paid post award for use of the ranking and Barron’s logo.

Financial Advisor 2024 RIA Survey and Ranking

For more information about the Financial Advisor 2024 RIA Survey and Ranking, please visit https://www.fa-mag.com and FA 2024 RIA Survey and Ranking.

Financial Advisor (FA) delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment. FA focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in-depth to challenge traditional planning wisdom by introducing readers to new approaches to help them better counsel clients. To achieve these goals, FA continuously seeks to bring together the best team of editors and contributing writers to provide the most compelling publication for the top decision-makers in the financial advisory field.

FA conducts two surveys annually: RIA survey and Independent Broker-Dealer survey. Advisors who qualify to participate complete and submit information voluntarily to FA’s survey. For this survey, 431 firms were ranked. FA's RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA's RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2023, to be included in the print edition of Financial Advisor Magazine's 2024 RIA survey. The ranking was awarded on July 12, 2024. Licensing fees paid post award for use of the FA ranking logo in our marketing materials. The ranking covers the annual period ending December 31, 2023.

The ranking was awarded on July 12, 2024. Licensing fees paid post award for use of the FA ranking logo in our marketing materials. The ranking covers the annual period ending December 31, 2023.

Hybrid RIA firms, corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey. A corporate RIA is a registered investment advisor most often formed by a broker-dealer that files an ADV with the SEC. Advisors who are affiliated with the broker-dealer or other entity's corporate RIA may offer investment advice. They are considered Investment Advisor Representatives (IARs) of the corporate RIA. All the assets under management of the IARs are included in the corporate RIA's ADV filed with the SEC.

InvestmentNews Awards

InvestmentNews is a news publication for financial advisors and wealth management professionals. The 2025 InvestmentNews Award for Excellence in Philanthropy & Community Service recognizes the advisor or advisory team whose outstanding contribution of time, leadership and financial support over a sustained period of time, beyond normal expectations, has made significant impacts in the receiving causes or communities. Self-nominations are welcomed. When judging this category, the following criteria are considered:

Open to individuals and advisory teams

Demonstration of major philanthropic and community service programs or initiatives over the last 12 months that align with broader corporate goals or strategies (i.e. company culture, employee engagement etc.)

Impact on local, national, or international causes or communities

Overall commitment to philanthropy and community service

Testimonials from beneficiaries or partners

For a full description of InvestmentNews’ process, please visit: https://investmentnewsawards.com/process

ThinkAdvisor Luminaries Awards 2025

ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in making critical wealth, health and life decisions.

The ThinkAdvisor Luminaries Awards honors outstanding individuals and firms in the financial services industry. Recognizing excellence beyond traditional metrics, such as asset growth or product enhancements, the Awards focus on exemplary leadership, groundbreaking innovation, and outstanding community impact by both firms and individuals. Nominations are open to organizations and individuals that work in these key segments of the financial services industry:

Financial Advisory and Asset Management Firms (RIAs, BDs, clearing and custody firms, asset managers, retirement plans, TAMPs, UHNW/family offices and wholesalers)

Technology Platforms, Products and Services (business development, client engagement, financial planning, investment management and operations)

Advisory Support Products and Services (advisor education, charitable giving, compliance/law firms, conferences and trade shows, industry associations, consultants, marketing/PR services, recruiting firms, research providers and trust companies)

In evaluating nominations, ThinkAdvisors takes into consideration the following criteria:

The nominee’s impact on the firm, advisors, and the broader professional community and industry.

This impact should include both quantitative and qualitative results – such as the number of advisors affected by the nominee and a clear description of the innovative ways the nominee has contributed to the particular program, firm and broader community, and industry.

A demonstrated ability to achieve goals and display ingenuity in terms of creative thinking and problem solving.

A description of the nominee’s dedication to furthering the development of advisors and the industry – most notably its ability to serve the best interests of clients.

A personal commitment to the highest ethical standards, service and excellence.

There is no cost to submit a nomination. Submission to this award program is free. For a full description of ThinkAdvisor’s process, please visit: https://events.thinkadvisor.com/luminaries-awards

WealthManagement.com Industry Awards

The Wealthies Awards are sponsored by Informa, a leading international events, digital services and academic research group. The annual WealthManagement.com Industry Awards celebrate companies, individuals and organizations that demonstrate outstanding achievement in support of financial advisor success. The finalist award for which LW is considered is the Client Initiative – Family Office Services category. The category considers a new initiative, program, platform, or industry content that enhances the family office client experience. Initiatives can include areas such as technology deployments, education programs, client-facing technologies, reporting tools, next generation of advisor/client, etc. Criteria include both quantitative measures, such as specific feature set, usage, potential, scope, scale, etc., along with qualitative measures such as innovation, creativity, new methods of deployment, etc. Judging of submissions is led by wealthmanagement.com’s program chair and comprises a panel of independent judges made up of top names in the wealth industry. For this year, there were over 1,000 entries received from more than 400 companies. The finalist award winners were announced on June 2, 2025. Licensing fees paid post award for use of the FA ranking logo in our marketing materials. The finalists award is for the year 2025. Winners will be announced on September 4, 2025. LW did not pay any fees to participate.

For a full description of Wealthies Awards process, please visit: https://informaconnect.com/wealthmanagement-industry-awards/judging-information/

Awards, Ratings, and Rankings

Third-party awards, rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These awards or ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. The awards and recognitions mentioned on LW’s website should not be construed as a testimonial or endorsement regarding our employees or advisory services. LW did not pay to be considered for these awards. The ranking is not representative of any one client’s experience. Past performance is not indicative of future performance. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Any link to an Internet site sponsored and maintained by a third party is provided solely as a convenience to you, and does not constitute an endorsement, authorization, sponsorship, or affiliation by LW.

Regulatory Assets Under Management and Number of Accounts Managed

Serving More than 1,500 Families
Over $4.8 Billion in Assets Under Management

Number of families served is provided as of 06/30/2026 and includes both discretionary and non-discretionary accounts.

Assets Under Management is provided as of 06/30/2026 and represents regulatory assets under management.

Social Media Disclosures

Jurisdiction Disclosure

Advisory services are offered through Linscomb Wealth, a registered investment adviser with the U.S. Securities and Exchange Commission and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Linscomb Wealth is now a wholly owned subsidiary of The Huntington National Bank.

Not a Recommendation

The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment.

Past Performance

Past performance of investments is no indication of future results.

Tax and Legal Advice

Information found on this social media site is not intended to be a substitute for specific individualized tax advice. Linscomb Wealth does not provide legal, tax or accounting advice. Linscomb Wealth is not an accounting firm. Nothing contained in this presentation is intended to constitute legal, tax, accounting, financial, or investment advice. Always consult with your independent attorney, tax advisor, and other professional advisors before changing or implementing any financial, tax or estate planning strategy.

Third-Party Posts

Third-party posts that appear on this social media site have not been reviewed or approved by Linscomb Wealth or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third parties does not necessarily reflect the views or opinions of Linscomb Wealth or its advisers. Some third-party posts may be reviews or testimonials. Linscomb Wealth does not provide compensation for such reviews/testimonials. Reviews and testimonials may not be representative of the experience of other clients.

Direct Messaging Disclosure

Linscomb Wealth is not responsible for content posted by third parties. Linscomb Wealth and third parties acting on its behalf, reserve the right, to the extent permitted under applicable law, to process, retain and monitor all electronic communications (including personally identifiable information). By sending direct messages and/or posting comments, you consent to such processing, retention and monitoring.

Text Messaging Terms and Privacy Policy

By requesting or engaging in communication by text with one of the representatives of Linscomb Wealth, you are agreeing to receive conversational and informational messages from Linscomb Wealth. Msg & data rates may apply. Msg frequency varies. Unsubscribe at any time by replying SL2STOP or clicking the unsubscribe link. Reply SL2HELP for help. Our Text Messaging Terms and Privacy Policy are below.

Linscomb Wealth uses text messages through CellTrust’s SL2 to communicate with individuals in relation to our business relationship in compliance with applicable laws and regulations.

We use text messages as a form of communication only with individuals who have indicated to us that they consider text an acceptable form of communication.

We will ensure that individuals always have the ability to stop us from communicating by text message or to get help from us about the text messages that we send.

Text messages with us are captured and recorded as required under applicable laws and regulations.

Carrier message and data rates may apply.

Consent to Text Message Communications

When you let us know that text messages are an acceptable form of communication for you, you are expressly authorizing us to contact you at the phone number you used to consent to text communications, and you are agreeing that we may communicate with you by text message in accordance with these terms and privacy policy.

Please understand that under the laws in certain jurisdictions, even though each text message we send to you is drafted and sent by an individual at our company, the text communications may be considered automatic telephone dialing systems. Additionally, the content in the text messages we send may be considered informational or marketing in certain jurisdictions. By consenting to receive text messages from us and by letting us know we can text you either by telling us to text you or by sending us a text or email that requests a response, you are consenting to these communications.

Even after you consent to receiving text messages, you may opt out of such communications at any time by sending SL2STOP to the phone number you no longer want us to send you text messages, or you can contact SL2help@celltrust.com to opt out or help us understand what types of text messages you do not want to have sent to you.

Opting in to receive text messages from us is not a condition of your use of our services; however, some communication capabilities with us may be impeded without your consent to receive text messages.

Text Messaging Privacy

We will not sell any personal information obtained as part of our text messaging communications with you, and we do not permit our third-party suppliers, vendors, or contractors to sell any personal information obtained in the course of our business relationship related to our text message communications with you. For information on how your information is used by CellTrust as our text messaging vendor, please see CellTrust’s privacy policy: https://www.celltrust.com/privacy-statement/

Furthermore, mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. The descriptions of how we use information elsewhere in our company privacy policy exclude the information you provide as part of your consent to receive text messages from us; this information will not be shared with any third parties and will only be used to document your consent to receive text messages, to send those text messages to you, and to comply with any applicable laws and regulations.

How Often Will I Receive Communications?

The frequency of text messages and calls you receive will depend upon your relationship with us. Just as with other communication tools, some individuals may communicate with us more often than others.

If you feel you are receiving more communications than desired, you can let us know or opt out of receiving communications by sending the opt-out keyword SL2STOP, and that number should no longer be able to send you communications. Alternatively, you can contact SL2help@celltrust.com for assistance.

How Do I Opt Out or Stop Receiving Text Messages or Voice Calls?

Helpful Hints: The opt-out keyword needs to be sent from the phone number where you want to stop receiving messages. If you have more than one phone number enrolled, you will need to follow this process with each phone number or contact us for assistance. Alternatively, you can contact SL2help@celltrust.com for assistance.

What Do I Do If My Phone Number Changes

If your phone number changes, you should let us know right away to avoid your messages being sent to your old number. Ideally, you should follow the opt-out process described above before you change your phone number. You will also need to let us know that it is ok to send you text messages to your new number.

Will You Send Me Ads or Marketing Offers

Linscomb Wealth and CellTrust will not be sending you any ads or marketing even though we are using CellTrust’s SL2 product. Under some laws “marketing” can mean any offer of goods or services. If someone from our company tells you about a new service that might help you, those details could be considered marketing.

If you have questions about the specific types of text messages you will receive, please contact us. We are happy to work with you to ensure you only are receiving text communications that you want to receive.

For additional information, please see https://www.celltrust.com/terms-conditions-frequently-asked-questions/, text SL2HELP to us, or reach out to SL2help@celltrust.com.