Advisor at Lipscomb Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lipscomb Investment Group, LLC
Location
Auburn, AL 36830
Credentials
Series 65
Industry experience
11 years
Davis Lipscomb is a Series 65-licensed financial advisor with 11 years of industry experience, currently serving at Lipscomb Investment Group, LLC since 2015 and previously associated with Lipscomb Wealth Partners, LLC. He is a co-owner of PxL Family Office, LLC, a family office joint venture, and holds a 50% ownership in Lipscomb Agency, an insurance business. Lipscomb Investment Group is a four-advisor registered investment adviser managing approximately $78.6 million for around 155 clients. The firm serves individuals, pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management, financial planning, pension consulting, and fee-based consulting, with a distinctive wrap fee program and specialized retirement account management tools.
Based on Lipscomb Investment Group, LLC
Based on Lipscomb Investment Group, LLC
Financial planning services generally range between $500 - $10,000, negotiable.
$0 - $250,000: 1.35% $250,001 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.55% $5,000,001+: 0.25%
$100 - $375 per hour for consulting services, negotiable.
Ongoing consulting services billed monthly or quarterly, ranging from $175/month to $10,000/month, billed in advance.
Account minimum: $200,000
2372 East University Drive, Unit 102
Auburn, AL 36830
Alabama · Georgia · Texas
Lipscomb Wealth Partners, LLC
2026 - Present (1 year)
Lipscomb Investment Group, LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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