INSCRIPTION CAPITAL, LLC

2925 Richmond Avenue
Suite 425
Houston, Texas 77098
Tel: 713-673-8999

About INSCRIPTION CAPITAL, LLC

INSCRIPTION CAPITAL, LLC, formally registered with the SEC as INSCRIPTION CAPITAL, LLC. The firm was established in 03/01/2018. They have over 1 offices throughout the country.

INSCRIPTION CAPITAL, LLC is a Houston, Texas based Financial Planning firm with nearly $1,276,713,756 assets under management, offering retirement planning & investment advisory services to 1203 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291780
SEC#	801-112532
Assets Managed by Firm	$1,276,713,756
No. of Clients	1203
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1203	$1,276,713,756
Individuals (other than high net worth individuals)	211	$135,806,585
High net worth individuals	129	$934,849,127
Corporations or other businesses	31	$206,058,044

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