Auburn, AL East University Drive Office
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Lipscomb Investment Group, LLC
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About
Lipscomb Investment Group advises individuals (including high-net-worth and non‑HNW clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, pension consulting and fee‑based consulting, and also sponsors a wrap fee program while providing access to private investment opportunities for qualified investors.
The firm tailors advice using client suitability information and typically manages accounts on a discretionary basis, employing sub‑advisers and third‑party money managers where appropriate. Portfolio construction draws on a mix of methods (fundamental and technical analysis, modern portfolio theory, and both long‑ and short‑term strategies), and Lipscomb monitors accounts regularly while using an order management system (Pontera) to implement tax‑efficient asset location and opportunistic rebalancing for held‑away retirement and other accounts.
Compared with many peers, Lipscomb is notable for sponsoring a wrap fee program and for its affiliation with an insurance agency whose advisors are licensed to sell insurance products and receive separate commission compensation. The firm has also established Plainsman Private Investments and a separate manager (Plainsman Fund Management) that can generate performance‑based fees and result in custody authority over the pooled vehicle, with customary private‑fund controls (including independent audits); it also pays a portion of advisory revenue to its Pontera platform for held‑away account management.
Based on Lipscomb Investment Group, LLC
Expertise
Based on Lipscomb Investment Group, LLC
Location
2372 East University Drive, Unit 102
Auburn AL 36830
Advisors at this office
2
Advisors at this office
Thomas M
Series 65
Auburn, AL
Lipscomb Investment Group, LLC
Thomas Meagher is a financial advisor with Lipscomb Investment Group, LLC, holding a Series 65 designation and four years of industry experience. He has worked at Lipscomb Investment Group since 2021 and has prior experience at Cork Tree Wealth Partners, LLC and Lipscomb Wealth Partners, LLC. Before entering the financial advisory field, he spent eight years at Pharmavite LLC. Lipscomb Investment Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, pension consulting, and access to private investment opportunities. The firm customizes advice based on client suitability and employs various portfolio construction methods, regularly monitors accounts, and sponsors a wrap fee program.
Davis L
Series 65
Auburn, AL
Lipscomb Investment Group, LLC
Davis Lipscomb is a Series 65 credentialed advisor with 12 years of industry experience. He is currently with Lipscomb Investment Group, LLC, where he has worked since 2015. Lipscomb is a co-owner of PxL Family Office, LLC, a family office joint venture with Pivotal Finance. Lipscomb Investment Group serves individuals—including high-net-worth and non-HNW clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, pension consulting, and access to private investments, employing a mix of investment methods and regularly monitoring accounts to maintain tax efficiency and appropriate portfolio construction.
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