LINSCOMB & WILLIAMS Overview

Linscomb & Williams Inc. is an investment advisor that manages 2.4 BN dollars in regulatory AUM and has 41 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 43% of the manager's regulatory AUM.

LINSCOMB & WILLIAMS StockAlpha

-1.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LINSCOMB & WILLIAMS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VEA 11.56% ETF -3.85% -0.63% 0 8%
DHS 9.92% ETF -0.85% -0.22% 38 0%
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LINSCOMB & WILLIAMS Founders and Key Employees

Name Title In Position Since
Joseph H. Williams President & Ceo March-2011
George W. Christopherson Executive Vice President March-2011
James C. Aulbach Chief Compliance Officer July-2009
Paul B. Murphy Chairman August-2012
Rudolph H. Holmes Director August-2012
Mark A. Wesson Director August-2012
Jeffrey L. Sarff Senior Vice President & Cfo April-2013

LINSCOMB & WILLIAMS Brokers, Custodians, Auditors and Administrators

Type Company

LINSCOMB & WILLIAMS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



We use various methods of analysis to form our recommendations to you about investment strategies and to manage assets you entrust to us.

 Our investment advice begins with gathering information from you to determine your particular financial goals, needs, and risk tolerance. This information is obtained from documents you share with us and from conversations with you.
 We generally seek to develop a recommendation for an investment policy that we believe should govern the management of your investments. An investment policy will identify the major classes of investments we believe you should own and the proportions that



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should be held for each class. Examples o...
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LINSCOMB & WILLIAMS Portfolio Concentration

LINSCOMB & WILLIAMS Location

1400 POST OAK BLVD
SUITE 1000
HOUSTON, Texas
UNITED STATES, 77056

LINSCOMB & WILLIAMS Contact Information

Phone Number: 713-840-1000
Fax Number: 713-840-7802
Website:

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