Insights

Strategic Acquisition Linscomb Wealth is now a wholly-owned subsidiary of The Huntington National Bank, suggesting potential alignment opportunities with Huntington’s broader client base, cross-sell of wealth management services, and integration touchpoints for a larger banking ecosystem.

Ultra‑High‑Net‑Worth Focus Recent industry award finalist for family office initiatives catering to ultra-high-net-worth clients indicates a strengthened capability and appetite for expanding high-net-worth advisory services and bespoke planning solutions to affluent segments.

Next‑Gen Talent The launch of The Linscomb Fellowship and a team-based advisory approach signal emphasis on developing advisor talent and succession planning, presenting an opportunity to offer early-career advisor training programs or partner with Linscomb for talent development collaborations.

Regional Expansion Multiple office locations across Texas, Alabama, Georgia, and Tennessee point to a regional growth strategy and potential for targeted CRMs, localized service enhancements, and cross-market marketing to capture nearby high-potential client pools.

Tech‑Driven Marketing Utilization of HubSpot analytics and content hub, WordPress, and digital marketing tools indicates readiness for scale in client acquisition and digital onboarding; a sales opportunity exists to propose enhanced digital engagement, client onboarding automation, and integrated data analytics to support growth.

Similar companies to Linscomb Wealth

Linscomb Wealth Tech Stack

Linscomb Wealth uses 8 technology products and services including HubSpot Analytics, HubSpot Content Hub, WordPress, and more. Explore Linscomb Wealth's tech stack below.

Media & News

Linscomb Wealth's Email Address Formats

Linscomb Wealth uses at least 2 email formats:
Linscomb Wealth Email FormatsExamplePercentage
FLast@linscomb-williams.comJDoe@linscomb-williams.com
100%
FLast@linscombwealth.comJDoe@linscombwealth.com
100%

Frequently Asked Questions

What is Linscomb Wealth's phone number?

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You can contact Linscomb Wealth's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Linscomb Wealth's official website and social media links?

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Linscomb Wealth's official website is linscombwealth.com and has social profiles on LinkedIn.

How much revenue does Linscomb Wealth generate?

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As of August 2026, Linscomb Wealth's annual revenue is estimated to be $25M - $50M.

What is Linscomb Wealth's NAICS code?

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Linscomb Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Linscomb Wealth have currently?

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As of August 2026, Linscomb Wealth has approximately 53 employees across 1 continents, including North America. Key team members include President: D. L., Executive Vice President: M. M. and Director, Wealth Advisor: N. B. Explore Linscomb Wealth's employee directory with LeadIQ.

What industry does Linscomb Wealth belong to?

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Linscomb Wealth operates in the Financial Services industry.

What technology does Linscomb Wealth use?

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Linscomb Wealth's tech stack includes HubSpot Analytics, HubSpot Content Hub, WordPress, Microsoft 365, Constant Contact, Microsoft, Vimeo and Adobe Creative Suite.

What is Linscomb Wealth's email format?

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Linscomb Wealth's email format typically follows the pattern of FLast@linscomb-williams.com. Find more Linscomb Wealth email formats with LeadIQ.

When was Linscomb Wealth founded?

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Linscomb Wealth was founded in 1971.
Linscomb Wealth logo

Linscomb Wealth

Financial ServicesTexas, United States51-200 Employees

Linscomb Wealth is a fee-only wealth management firm and registered investment adviser offering holistic investment management and financial planning services. It provides tailored planning and investing strategies intended to help investors grow and preserve wealth through life’s stages, delivered through a collaborative, committee-led team. The company is based in Houston and was founded in 1971, with additional offices across several states, indicating a regional presence in the southern United States. It operates as a wholly-owned subsidiary of The Huntington National Bank and emphasizes a multi-disciplinary advisory team drawn from law, tax, accounting, investments, and financial planning backgrounds. In 2025, LW announced The Linscomb Fellowship to train the next generation of advisors and was named a finalist for a WealthManagement.com Industry Award in its family office initiative.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1971
Employees
51-200

Section iconFunding & Financials

  • $25M - $50M

    Linscomb Wealth's revenue is estimated to be in the range of $25M - $50M

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