# LINSCOMB WEALTH, INC.

LINSCOMB WEALTH, INC. of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 106779
- Type: SEC-registered investment adviser
- SEC file number: 801-48855
- Location: 1333 WEST LOOP SOUTH, SUITE 1500, HOUSTON, TX, 77027
- Phone: 713-840-1000
- Latest filing: 2026-02-27
- Regulatory AUM: $5.2B
- Discretionary AUM: $5.2B
- Non-discretionary AUM: $2.9M
- Clients: 46
- Accounts: 4,783

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (43)

_Showing 25 of 43 people._

| Name | Role | Location |
| --- | --- | --- |
| Melissa Holding | BOARD MEMBER | — |
| George Walter Christopherson | CHAIRMAN | — |
| Phillip Paul Hamman | PRESIDENT & CEO | — |
| Ryan Lenn Patterson | CHIEF INVESTMENT OFFICER; EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| Lyda Iturralde | CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATIVE OFFICER | Houston, TX |
| Christopher Allen Bagley | DIRECTOR | — |
| Charlotte Nicholson Corley | DIRECTOR | — |
| Daniel Lee Thornton | CHIEF OPERATIONS OFFICER | — |
| Valerie Toalson | DIRECTOR | — |
| SARFF JEFFREY LEE | SENIOR VICE PRESIDENT & CFO | — |
| WILLIAMS JOSEPH HAROLD | CCO; CHAIRMAN; CHAIRMAN & CHIEF EXECUTIVE OFFICER (+6 more) | — |
| LINSCOMB DANIEL JOHN | DIRECTOR; PRESIDENT; VICE CHAIRMAN | — |
| WILLIAMS GEORGE FRANKLIN | DIRECTOR; EXEC VICE PRESIDENT; VICE PRESIDENT | — |
| CHRISTOPHERSON GEORGE WALTER | CHAIRMAN; EXECUTIVE VICE PRESIDENT; EXEC VICE PRESIDENT (+3 more) | — |
| DAVIS HEIDI LEUPPI | EXEC VP & SECRETARY; SENIOR VICE PRESIDENT; SR. VICE PRESIDENT | — |
| GALFIONE CAROLYN ANN | CHIEF FINANCIAL OFFICER; SENIOR VICE PRESIDENT; SR VP & ASS'T TREASURER | — |
| DAGOSTINO JAMES SAMUEL JR | CHAIRMAN; CHRMN & CEO | — |
| CREEL L ANDERSON | EXEC VP, CFO, & TREASURER | — |
| MRLIK ROBERT D | EXEC VP | — |
| CARROLL RHONDA L | SR VP & ASS'T SECRETARY; SR VP & SECRETARY | — |
| PAGE ANDREW AUSTIN | VICE PRESIDENT & ASST TREASURER | — |
| SCHMALHAUSEN KELLY OWEN | CHIEF COMPLIANCE OFFICER & DIRECTOR | — |
| MURPHY BRIAN B | CHAIRMAN; DIRECTOR | — |
| AULBACH JAMES CHARLES | CHIEF COMPLIANCE OFFICER | — |
| KAUFMAN MARK ALAN | VICE PRESIDENT | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2016-11-29 | regulatory | 1. PRIOR TO JOINING LINSCOMB & WILLIAMS, CHRIS RUSSELL WAS LICENSED AS A GENERAL SECURITIES REPRESENTATIVE WITH SEVERAL FINRA-MEMBER BROKER DEALERS FROM 2005 THROUGH 2016. THERE WAS NO DISCIPLINARY HISTORY DURING THIS PERIOD. 2. ON SEPTEMBER 21, 2015, FINRA MADE EFFECTIVE A NEW RULE, RULE 3280, WHIC… | Final | $5K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106779/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106779/similar
- Related entities: https://search.stillhousedata.com/firm/106779/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106779

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.