Linscomb & Williams Inc

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Linscomb & Williams Inc ✚
CRD #	106779
SEC #	801-48855
CIK #
AUM	$2.8 BB (100% Disc, 100% US)
Employees	48 (42% Investors, 0% Brokers)
Phone	713-840-1000
Address	1400 Post Oak Blvd Houston, TX 77056
Links	IAPD Website

Total AUM ($BB)

Sector	Holding	Cap ($MM)	Value ($MM)
	VEA		168.5
	DHS		100.1
	IVV		86.3
	IJH		76.9
	XOM	337,850.0	72.6
	DON		65.9
	VTI		45.4
	SDY		39.3
	VWO		24.4
	EES		21.9
View All

Holdings by Sector ($BB)

[{"dt": "2014-02-05", "sector": "Basic Industries", "value": 0.005059}, {"dt": "2014-02-05", "sector": "Capital Goods", "value": 0.005909}, {"dt": "2014-02-05", "sector": "Consumer Durables", "value": 0.002663}, {"dt": "2014-02-05", "sector": "Consumer Non-Durables", "value": 0.00884}, {"dt": "2014-02-05", "sector": "Consumer Services", "value": 0.009817}, {"dt": "2014-02-05", "sector": "Energy", "value": 0.091278}, {"dt": "2014-02-05", "sector": "Exchange-Traded Fund", "value": 0.366391}, {"dt": "2014-02-05", "sector": "Finance", "value": 0.008577}, {"dt": "2014-02-05", "sector": "Health Care", "value": 0.012025}, {"dt": "2014-02-05", "sector": "Miscellaneous", "value": 0.002482}, {"dt": "2014-02-05", "sector": "n/a", "value": 0.011681}, {"dt": "2014-02-05", "sector": "Public Utilities", "value": 0.019215}, {"dt": "2014-02-05", "sector": "Technology", "value": 0.013965}, {"dt": "2014-02-05", "sector": "Transportation", "value": 0.004603}, {"dt": "2015-02-04", "sector": "Basic Industries", "value": 0.00774}, {"dt": "2015-02-04", "sector": "Capital Goods", "value": 0.00914}, {"dt": "2015-02-04", "sector": "Consumer Durables", "value": 0.004325}, {"dt": "2015-02-04", "sector": "Consumer Non-Durables", "value": 0.013669}, {"dt": "2015-02-04", "sector": "Consumer Services", "value": 0.015745}, {"dt": "2015-02-04", "sector": "Energy", "value": 0.126647}, {"dt": "2015-02-04", "sector": "Exchange-Traded Fund", "value": 0.478807}, {"dt": "2015-02-04", "sector": "Finance", "value": 0.014253}, {"dt": "2015-02-04", "sector": "Health Care", "value": 0.022392}, {"dt": "2015-02-04", "sector": "Miscellaneous", "value": 0.004677}, {"dt": "2015-02-04", "sector": "n/a", "value": 0.013643}, {"dt": "2015-02-04", "sector": "Public Utilities", "value": 0.034898}, {"dt": "2015-02-04", "sector": "Technology", "value": 0.016449}, {"dt": "2015-02-04", "sector": "Transportation", "value": 0.00746}, {"dt": "2016-01-29", "sector": "Basic Industries", "value": 0.008906}, {"dt": "2016-01-29", "sector": "Capital Goods", "value": 0.013981}, {"dt": "2016-01-29", "sector": "Consumer Durables", "value": 0.00277}, {"dt": "2016-01-29", "sector": "Consumer Non-Durables", "value": 0.015248}, {"dt": "2016-01-29", "sector": "Consumer Services", "value": 0.019534}, {"dt": "2016-01-29", "sector": "Energy", "value": 0.10529}, {"dt": "2016-01-29", "sector": "Exchange-Traded Fund", "value": 0.523727}, {"dt": "2016-01-29", "sector": "Finance", "value": 0.018089}, {"dt": "2016-01-29", "sector": "Health Care", "value": 0.029936}, {"dt": "2016-01-29", "sector": "Miscellaneous", "value": 0.005977}, {"dt": "2016-01-29", "sector": "n/a", "value": 0.004952}, {"dt": "2016-01-29", "sector": "Public Utilities", "value": 0.024084}, {"dt": "2016-01-29", "sector": "Technology", "value": 0.02937}, {"dt": "2016-01-29", "sector": "Transportation", "value": 0.007702}, {"dt": "2017-02-07", "sector": "Basic Industries", "value": 0.037586}, {"dt": "2017-02-07", "sector": "Capital Goods", "value": 0.017878}, {"dt": "2017-02-07", "sector": "Consumer Durables", "value": 0.003126}, {"dt": "2017-02-07", "sector": "Consumer Non-Durables", "value": 0.015191}, {"dt": "2017-02-07", "sector": "Consumer Services", "value": 0.022616}, {"dt": "2017-02-07", "sector": "Energy", "value": 0.122983}, {"dt": "2017-02-07", "sector": "Exchange-Traded Fund", "value": 0.644937}, {"dt": "2017-02-07", "sector": "Finance", "value": 0.0293}, {"dt": "2017-02-07", "sector": "Health Care", "value": 0.033705}, {"dt": "2017-02-07", "sector": "Miscellaneous", "value": 0.006962}, {"dt": "2017-02-07", "sector": "n/a", "value": 0.005949}, {"dt": "2017-02-07", "sector": "Public Utilities", "value": 0.029883}, {"dt": "2017-02-07", "sector": "Technology", "value": 0.035219}, {"dt": "2017-02-07", "sector": "Transportation", "value": 0.009739}, {"dt": "2018-02-02", "sector": "Basic Industries", "value": 0.032312}, {"dt": "2018-02-02", "sector": "Capital Goods", "value": 0.023574}, {"dt": "2018-02-02", "sector": "Consumer Durables", "value": 0.003989}, {"dt": "2018-02-02", "sector": "Consumer Non-Durables", "value": 0.018911}, {"dt": "2018-02-02", "sector": "Consumer Services", "value": 0.036554}, {"dt": "2018-02-02", "sector": "Energy", "value": 0.117257}, {"dt": "2018-02-02", "sector": "Exchange-Traded Fund", "value": 0.738596}, {"dt": "2018-02-02", "sector": "Finance", "value": 0.043128}, {"dt": "2018-02-02", "sector": "Health Care", "value": 0.05045}, {"dt": "2018-02-02", "sector": "Miscellaneous", "value": 0.010812}, {"dt": "2018-02-02", "sector": "n/a", "value": 0.004977}, {"dt": "2018-02-02", "sector": "Public Utilities", "value": 0.03338}, {"dt": "2018-02-02", "sector": "Technology", "value": 0.050582}, {"dt": "2018-02-02", "sector": "Transportation", "value": 0.013131}]

Comparable Firms	State	AUM ($BB)
Freedom Capital Management LLC ✚	MA	2.8
Focus Financial Network Inc ✚	MN	2.8
Osprey Partners Investment Management LLC ✚	NJ	2.8
Sawtooth Solutions LLC ✚	MN	2.8
Lincoln Financial Securities Corporation ✚	IN	2.8
W H Reaves & Co Inc ✚	NJ	2.8
KORE Private Wealth LLC ✚	NY	2.8
Oberweis Asset Management Inc ✚	IL	2.8
Lakeview Capital Partners LLC ✚	GA	2.8
Prospera Financial Services Inc ✚	TX	2.8

Linscomb & Williams Inc

Assets, Funds, Holdings