Linscomb Wealth Marks 55 Years of Relationship-Driven Service, and Long-Term Stewardship

Rhea-AI Summary

Linscomb Wealth (NYSE: CADE), a Houston-based fiduciary wealth manager and subsidiary of Cadence Bank, is marking its 55th anniversary by emphasizing long-term, client-first advisory service and ongoing investment in people, technology, and governance. The firm says it has surpassed $5 billion in assets under management, completed its first acquisition, launched a formal strategic plan and rebrand, and created the Linscomb Wealth Fellowship to develop advisors. The firm notes the proposed Cadence–Huntington merger is expected to close on Feb. 1, 2026, subject to customary closing conditions.

Positive

• $5 billion in assets under management
• Completed the firm's first acquisition
• Launched a formal strategic plan and firmwide rebrand
• Established the Linscomb Wealth Fellowship to develop advisors
• Projected Cadence–Huntington combination to expand capabilities (close expected Feb 1, 2026)

Negative

• Cadence–Huntington merger is subject to customary closing conditions, creating closing uncertainty

News Market Reaction

+0.97%

1 alert

+0.97% News Effect

On the day this news was published, CADE gained 0.97%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Assets under management: $5 billion Firm age: 55 years Founding year: 1971 +2 more

5 metrics

Assets under management $5 billion Linscomb Wealth AUM milestone mentioned in article

Firm age 55 years Linscomb Wealth anniversary as of 2026

Founding year 1971 Linscomb Wealth founding date

Expected merger close Feb. 1, 2026 Expected closing date of Cadence–Huntington transaction

Merger announcement month October 2025 Month Cadence–Huntington merger was announced

Market Reality Check

Price: $44.50 Vol: Volume 5,130,364 is 2.32x...

high vol

$44.50 Last Close

Volume Volume 5,130,364 is 2.32x the 20-day average of 2,211,926, indicating elevated trading ahead of this milestone update. high

Technical Shares at $43.22 are trading above the 200-day MA of $35.58 and sit about 6% below the $46.02 52-week high.

Peers on Argus

CADE fell 2.24% with elevated volume, while key regional bank peers also traded ...

CADE fell 2.24% with elevated volume, while key regional bank peers also traded lower: SNV -2.68%, OZK -2.62%, BOKF -0.61%, PB -0.53%, PNFP -0.09%. Despite broad peer softness, the momentum scanner did not flag a confirmed sector-wide move.

Historical Context

5 past events · Latest: Jan 06 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 06	Merger approvals	Positive	-0.9%	Shareholder approvals for Cadence–Huntington merger and stock issuance.
Dec 29	Earnings schedule	Neutral	-0.5%	Announcement of Q4 2025 and annual results release timing.
Dec 23	Philanthropy program	Positive	-1.2%	Cadence Cares Holiday donations of <b>$150,000</b> to seven nonprofits.
Dec 22	Merger approval	Positive	-1.2%	Regulatory approval from OCC for Cadence’s merger into Huntington.
Nov 13	Subsidiary accolades	Positive	-1.3%	Linscomb Wealth recognized for philanthropy, investment leadership, innovation.

Pattern Detected

Recent positive corporate and merger updates have coincided with modest negative price reactions, suggesting a pattern of selling into news.

Recent Company History

Over the past few months, Cadence-related news has focused on strategic expansion and community positioning. On Nov. 13, 2025, Linscomb Wealth, a Cadence subsidiary, highlighted multiple 2025 industry accolades, yet CADE slipped 1.26%. Two merger-related milestones with Huntington on Dec. 22, 2025 and Jan. 6, 2026—regulatory approval and shareholder approval—were followed by declines of 1.18% and 0.93%, respectively. A philanthropic announcement on Dec. 23, 2025 and the upcoming Q4 2025 earnings release schedule also saw mild negative moves. Today’s 55-year Linscomb milestone continues this theme of fundamentally positive, relationship-focused news against a softer tape.

Market Pulse Summary

This announcement highlights Linscomb Wealth’s 55-year track record, its evolution as a fiduciary, f...

Analysis

This announcement highlights Linscomb Wealth’s 55-year track record, its evolution as a fiduciary, fee-only advisor, and growth beyond $5 billion in assets under management. It also reinforces the strategic link to Cadence’s pending merger with Huntington, expected to close on Feb. 1, 2026. Historically, Cadence news has centered on merger progress, philanthropy, and recognition for its wealth unit. Investors may focus on how Linscomb’s capabilities integrate into the combined platform and support long-term client retention.

Key Terms

fiduciary, assets under management, liquidity events

3 terms

fiduciary financial

"the firm reflects on its origins as a fiduciary pioneer while building the next chapter"

A fiduciary is a person or organization legally required to act in another party’s best financial interest when handling money or giving investment advice. Think of a fiduciary as a trusted guardian who must choose what benefits the client rather than what benefits themselves; for investors, this reduces conflicts of interest and gives stronger protection that decisions and recommendations prioritize the investor’s financial wellbeing.

assets under management financial

"the firm has surpassed $5 billion in assets under management, completed its first acquisition"

Assets under management (AUM) is the total value of all the investments that a financial company or fund is responsible for overseeing on behalf of its clients. It’s like a big bucket that shows how much money the firm is managing for people or organizations. A higher AUM often indicates a larger, more trusted company, and it can influence how much money they earn and the services they can offer.

liquidity events financial

"Advisors work alongside clients through liquidity events, estate planning decisions, family transitions"

A liquidity event is an action that converts ownership in a business or an asset into cash or publicly tradable shares, such as a sale, merger, or initial public offering. Investors care because it’s the moment holders can actually realize the value of their stake—similar to selling a house to access the money tied up in it—and the price and timing of that event determine how much and when they get paid.

AI-generated analysis. Not financial advice.

Founded in 1971, the Houston-based firm reflects on its origins as a fiduciary pioneer while building the next chapter of holistic wealth management.

HOUSTON, Jan. 14, 2026 /PRNewswire/ -- Linscomb Wealth (LW), a Houston-based wealth management firm offering holistic investment and financial planning services and a wholly owned subsidiary of Cadence Bank (NYSE: CADE), is marking its 55th anniversary with a clear focus on the future: advancing a modern, client-first advisory firm that combines the stability of a long-established organization with the agility to continuously evolve alongside client needs.

For more than five decades, Linscomb Wealth has helped individuals and families navigate complex financial decisions by listening first, aligning around what's most important, and delivering advice grounded in a pure fiduciary approach.

"Clients don't come to us looking for products or predictions. They come for clarity, confidence, and a partner they can rely on through every phase of life," said Phillip Hamman, CFA, CFP®, President and CEO. "Our forward-looking focus is about making sure our entire team remains aligned in delivering that experience thoughtfully, consistently, and at the highest level, well into the future."

Founded by Dan Linscomb, the firm was an early adopter of the fiduciary, fee-only model, long before it became widely embraced. That commitment to independence and transparency has helped Linscomb Wealth build long-standing client relationships that often span generations.

"Being a fiduciary isn't a label, it's a responsibility," said Walter Christopherson, JD, CFP®, Chairman. "It means staying disciplined when markets are volatile, being present during life's hardest moments, and taking a long-term view that puts clients' interests first. That philosophy has guided us through every market cycle and continues to shape a disciplined, repeatable approach to how we invest, plan, and serve today."

As client needs have grown more complex, Linscomb Wealth has continued to invest in its people, capabilities, and infrastructure. In recent years, the firm has surpassed $5 billion in assets under management, completed its first acquisition, launched a formal strategic plan, and introduced a firmwide rebrand reflecting its modern, holistic approach.

"Change is constant in our industry, but our clients value continuity and knowing the experience they rely on won't change as the firm evolves," said Ryan Patterson, CFA, CFP®, Chief Investment Officer. "Everything we're building is designed to give them a steady, well-supported advisory experience over time, regardless of what's happening in the industry or the markets."

While markets and strategies change, Linscomb Wealth points to one measure as its most meaningful: client retention. Clients turn to the firm for investment management and planning but remain for the level of care, responsiveness, and highly personalized guidance they experience over time. Advisors work alongside clients through liquidity events, estate planning decisions, family transitions, and moments of both volatility and celebration.

"Our work begins with listening," said Carolyn Galfione, CPA, CFP®, Senior Wealth Advisor. "We build advice around what clients tell us matters most, and we stay engaged as their lives evolve. That continuity is what builds trust and why relationships last."

As it enters its next chapter, Linscomb Wealth sees itself as a "55-year-old startup," combining the stability of an established firm with an entrepreneurial mindset focused on continuous incremental improvement. Priorities include expanding planning and investment capabilities, advancing a new technology roadmap, strengthening governance, deepening philanthropic engagement, and growing the Linscomb Wealth Fellowship, a program designed to develop the next generation of client-focused advisors.

"We're focused on raising the bar for what fiduciary wealth management can be," said MaryJane LeCroy, CFP®, Senior Wealth Advisor. "We're intentionally developing advisors who want to represent the very top of our profession. The Fellowship ensures our standards for fiduciary advice, service, and care don't just continue but get stronger for the next generation of clients."

Linscomb Wealth will celebrate its 55th anniversary throughout the year, honoring the clients, colleagues, and partners who have shaped the firm's journey. The firm's next chapter is strengthened by the proposed merger of Cadence and The Huntington National Bank, a wholly owned subsidiary of Huntington Bancshares Incorporated (Nasdaq: HBAN), announced in October 2025. The combination will deliver expanded capabilities, products and services through a relationship-first approach to customers and communities across our footprint and beyond. The transaction is expected to close on Feb. 1, 2026, subject to the satisfaction or waiver of customary closing conditions.

For more information about Linscomb Wealth, visit www.linscombwealth.com.

About Linscomb Wealth
Linscomb Wealth (LW) is a fee-only, wealth management firm, offering holistic investment and financial planning services for high-net-worth and family office clients. LW was founded in 1971 and is headquartered in Houston, Texas, with offices in Birmingham, Alabama; Huntsville, Alabama; Atlanta, Georgia; Nashville, Tennessee; Austin, Texas; and The Woodlands, Texas. LW is a registered investment advisor (RIA) providing a boutique client feel with tailored planning and investing strategies aimed at helping investors grow and preserve their wealth during life's many unique stages. Through a dedicated committee and collaborative team approach, LW is committed to delivering exceptional service and expert advice. The firm's advisors have various backgrounds in law, investments, tax, accounting and/or financial planning. Linscomb Wealth is a wholly owned subsidiary of Cadence Bank, representing the fiduciary RIA pillar of Cadence Bank's wealth services platform. Visit Linscomb Wealth to learn more about the firm.

About Cadence Bank  
Cadence Bank (NYSE: CADE) is a $53 billion regional bank committed to helping people, companies and communities prosper. With more than 390 locations spanning the South and Texas, Cadence offers comprehensive banking, investment, trust and mortgage products and services to meet the needs of individuals, businesses and corporations. Accolades include being recognized as one of the nation's best employers by Forbes and U.S. News & World Report and as a 2025 America's Best Banks by Forbes. Cadence has dutifully served customers for nearly 150 years. Visit Cadence Bank for information about its wealth services offerings, which include Linscomb Wealth, Cadence Asset Management & Trust, Cadence Investment Services and private banking solutions. Cadence Bank, Member FDIC. Equal Housing Lender.   

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SOURCE Linscomb Wealth

FAQ

What milestone did Linscomb Wealth announce for 2026 under CADE?

Linscomb Wealth announced its 55th anniversary and said it has surpassed $5 billion in assets under management.

How will the proposed Cadence–Huntington merger affect Linscomb Wealth (CADE)?

The company says the combination is expected to expand capabilities, products, and services for clients if the transaction closes as expected.

When is the Cadence–Huntington transaction expected to close for CADE?

The transaction is expected to close on Feb. 1, 2026, subject to satisfaction or waiver of customary closing conditions.

What strategic initiatives did Linscomb Wealth highlight for growth under CADE?

The firm highlighted a new technology roadmap, strengthened governance, deeper philanthropic engagement, and advisor development through its Fellowship.

Did Linscomb Wealth complete any M&A activity mentioned in the announcement for CADE?

Yes; the firm said it has completed its first acquisition as part of recent growth actions.

What is the Linscomb Wealth Fellowship and why does it matter to CADE investors?

The Fellowship is a program to develop the next generation of fiduciary advisors, aimed at sustaining high-quality advisory service and client retention.