Inscription Capital, LLC
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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities36%
- Private Funds23%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents12%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$365M in ETFs
71%
$260M
6%
$106M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPHA ARCHITECT US EQUITY 4 ETF (AAUB) | Alpha Architect | $73M | 1,424,257 | 19.98% |
Location
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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