INKED INVESTMENTS
Firm details
- Headquarters
- ROUND ROCK, Texas
- CRD number
- 332181
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Individuals98.45%
- Investment Companies1.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Inked Investments is an independent registered investment advisor structured as a limited liability company. The firm primarily serves individual and family clients, as well as institutional investors. It offers financial planning services and portfolio management tailored for individuals and small businesses. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and performance-based fees. While not an active ESG investor, Inked Investments maintains affiliations with real estate brokerage activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Derivatives10%
- Cash & Cash Equivalents10%
Contacts
1 of 1Stephen Homer
Founder & Principal AdvisorCRD 6436792
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROUND ROCK, TX
BLANCO
Location
ROUND ROCK, TX
Headquartered in ROUND ROCK, TX, in the South of the United States.
- Region
- South
- County
- BLANCO
- Address
- 1205 Rainbow Parke Dr
- Time zone
- CT (UTC-6)
- Office locations
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