INSCRIPTION FAMILY OFFICE, LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 301900
- Registered since
- June 3, 2019
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Inscription Family Office, LLC operates as a small, family-office–style registered adviser focused on financial planning and outsourced advisory services. The firm is SEC-registered since 2019 and identifies as a limited liability company owned by domestic parties. It is classified as an unclassified adviser and reports a relationship with a related adviser, suggesting it coordinates investment activity or client servicing with one or more affiliated entities. Investment activity is centered on a mix of traditional mutual funds and third-party alternative managers. The firm uses external hedge funds, real estate managers, and commodity strategies alongside mutual fund exposures. It does not identify as an active ESG investor and is not multi-state in its adviser registration profile. Fee arrangements include both a percentage of assets under management and fixed fees, which aligns with typical family office billing models that combine ongoing advisory fees with flat fees for planning or special projects.
Assets & Accounts
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
Owners & executives
1 of 1DAVID EUSTIS JR.
Founder & CEOCRD 2808150
Contacts
3 of 3ALVARO TRULLENQUE
Managing PrincipalCRD 1753281
MARC OSTER
PrincipalCRD 1528627
BRIAN BOVA
PrincipalCRD 4445536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 2925 Richmond Ave
- Time zone
- CT (UTC-6)
- Office locations
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