Inscription Capital, LLC

RIASEC Registered

Total AUM

$2B

Discretionary

$1.9B

95% of AUM

Avg account

$1.4M

Accounts

1,504

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 291780
Registered since: March 1, 2018
Website: inscriptioncapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.83%
Individuals13.35%
Corporations / Businesses8.82%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Inscription Capital, LLC is an independent registered investment adviser organized as an LLC that has been SEC-registered since 2018. The firm acts as a capital allocator for both individual/family and institutional clients, offering a mix of portfolio management and financial planning services alongside pension consulting and manager selection. Its fee model includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. Inscription identifies a role with third-party managers and maintains affiliations that include other investment advisers, an insurance company relationship, and sponsorship of limited partnerships (excluding pooled investment vehicles). The firm does not position itself as an active ESG investor.