Linscomb & Williams is an investment advisor in Houston with $4.26 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
741939813
SEC advisor number
801-48855
FINRA CRD number
106779
AUM ?
$4.26 bn
(as of 21 Apr 23)
Accounts
5,402
(as of 21 Apr 23)
Employees
48
(28 investment advisory or research)
Address
Linscomb & Williams
1400 POST OAK BLVD., SUITE 1000
HOUSTON
TX 77056
1400 POST OAK BLVD., SUITE 1000
HOUSTON
TX 77056
Office hours
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Phone
713-840-1000
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Christopherson, George, Walter | Vice Chairman | 03/2011 | < 5% |
Cadence Bank | Parent Company | 07/2012 | > 75% |
Holmes, Rudolph, Henry | Director | 08/2012 | < 5% |
Hamman, Phillip, Paul | President & CEO | 04/2013 | < 5% |
Patterson, Ryan, Lenn | Executive Vice President & Chief Investment Officer | 02/2014 | < 5% |
Iturralde, Lyda | Chief Compliance Officer/chief of Staff | 08/2022 | < 5% |
Rich, Lauren, Janine | Director | 06/2022 | < 5% |
Bagley, Christopher, Allen | Director | 06/2022 | < 5% |
Meyer, Mike | Director | 06/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
17 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21