Inked Investments

RIASEC Registered
Total AUM
$901K
Discretionary
$901K
100% of AUM
Avg account
$129K
Accounts
7
Employees
1
Advisory reps
1

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

FINTRX

Overview

Inked Investments operates as an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves both individual and family clients as well as some institutional relationships, with a focus on financial planning and portfolio management for individuals and small-business owners. Its fee arrangements include asset-based fees, hourly billing, and the possibility of performance-based fees, and it does not position itself as a capital allocator or pooled-fund sponsor. The firm does not identify as an ESG investor and is not structured as a multi-state adviser or pension consultant. It also lists a real estate broker affiliation among its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Derivatives 10%, Cash & Cash Equivalents 10%80%
  • Exchange Traded Equities80%
  • Derivatives10%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Stephen Homer

    Stephen Homer

    Founder & Principal AdvisorCRD 6436792

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth