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INSCRIPTION CAPITAL, LLC
CRD 291780 · SEC 801-112532
2925 RICHMOND AVENUE, SUITE 425, HOUSTON, TX, 77098, United States
Phone
713-673-8999
Fax
832-802-6779
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.05B
Discretionary AUM
$1.94B
Team
20 total employees; 14 advisory reps; 4 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 273 | $273.4M |
| High net worth individuals | 141 | $1.59B |
| Corporations/business entities | 42 | $180.5M |
States served
AZ, CA, CO, LA, NY, PR, TN, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD