INSCRIPTION FAMILY OFFICE, LLC

RIASEC RegisteredEst. 2019
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DAVID EUSTIS JR.

    Founder & CEOCRD 2808150

Contacts

3 of 3
  • ALVARO TRULLENQUE

    Managing PrincipalCRD 1753281

  • MARC OSTER

    PrincipalCRD 1528627

  • BRIAN BOVA

    PrincipalCRD 4445536

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth