Lipscomb Investment Group, LLC

Lipscomb Investment Group is a registered investment adviser run by a four‑advisor team that manages approximately $78.6 million for about 155 clients. The firm serves individuals (including high‑net‑worth households), pension and profit‑sharing plans, trusts, estates, and other entities, providing discretionary portfolio management, financial planning, pension consulting, and ongoing fee‑based consulting.

The firm tailors advice and portfolios to each client’s suitability information and generally operates with discretionary authority, employing internal strategies, sub‑advisers, and third‑party money managers as appropriate. Lipscomb also manages assets not held at its custodians—primarily retirement plan accounts and similar “held‑away” assets—using the Pontera order management system to implement tax‑efficient asset location and opportunistic rebalancing alongside custodial account monitoring and rebalancing.

What is distinctive about the firm is that it sponsors and serves as a portfolio manager to a wrap fee program, a feature relatively uncommon among comparable team advisers; the program consolidates management, transaction, and administrative costs into a single fee and uses established custodians for execution. Paired with the firm’s active held‑away account management via Pontera and its pension consulting and participant‑education offerings, this combination of a sponsored wrap program and specialized retirement‑account tools sets the firm apart from many peers.