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LIPSCOMB INVESTMENT GROUP, LLC
CRD 131869 · SEC 801-71180
2372 EAST UNIVERSITY DRIVE, UNIT 102, AUBURN, AL, 36830, United States
Phone
334-826-1335
Fax
334-521-7663
Registration
— (—)
Source
State registered
Total AUM
$80.2M
Discretionary AUM
$78.2M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersFINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $14.0M |
| High net worth individuals | 58 | $62.8M |
| Pooled investment vehicles | 1 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD