Linscomb Wealth Marks 55 Years of Relationship-Driven Service, and Long-Term Stewardship
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.
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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
Details
News Market Reaction – CADE
On Jan 14, the day this news came out, CADE closed 0.97% above the previous close.
Data tracked by StockTitan Argus for the Jan 14 session.
Key Figures
- 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
Historical Context
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Shareholder approvals for Cadence–Huntington merger and stock issuance.
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Announcement of Q4 2025 and annual results release timing.
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Cadence Cares Holiday donations of $150,000 to seven nonprofits.
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Regulatory approval from OCC for Cadence’s merger into Huntington.
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Linscomb Wealth recognized for philanthropy, investment leadership, innovation.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
fiduciary financial
assets under management financial
liquidity events financial
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Founded in 1971, the
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
"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,
About Cadence Bank
Cadence Bank (NYSE: CADE) is a
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SOURCE Linscomb Wealth
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