Inked Investments
Firm details
- Headquarters
- Round Rock, Texas
- CRD number
- 332181
- Website
- inkedinvestments.com
- 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 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
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 1
Stephen 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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