RIA Intel›Advisers›Alabama›LIPSCOMB INVESTMENT GROUP, LLC

LIPSCOMB INVESTMENT GROUP, LLC

Advisory

AUBURN, AL

Data as of Aug 28, 2026 · Source: SEC Form ADV

Rank in AL
#118
of 158 advisers by AUM
AUM change, 1 year
+25.8%
82nd percentile in AL
AUM CAGR, 3 year
+28.7%
compound annual growth
Average account
$511K
across 157 accounts
AUM per adviser
$27M
3 advisers
Filing history
23
filings since 2006

Source: SEC Form ADV. Figures as filed Aug 28, 2026.

Total AUM
$80M
1-Year AUM Growth
+25.8%
3-Year CAGR
+28.7%
Employees
3
Assets Under Management
Total AUM$80M
Discretionary AUM$78M
Non-Discretionary AUM$2M
Discretionary %97.4%
Total Clients150
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record23
First FilingSep 22, 2006
Latest FilingAug 28, 2026
Full AUM trend chart and 23 historical filings spanning 20+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, GA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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