{"url":"https://nivawealth.com/firms/inscription-capital-291780","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/291780","regulatoryAum":2047681895,"crd":"291780","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4445536","suffix":null,"lastName":"BOVA","firstName":"BRIAN","middleName":"JAMES"},{"crd":"7534525","suffix":null,"lastName":"Brand","firstName":"Allison","middleName":"Lynn"},{"crd":"6579900","suffix":null,"lastName":"Cacho-Diaz","firstName":"Julio","middleName":"Armando"},{"crd":"2534711","suffix":"III","lastName":"CLEMENTS","firstName":"ROBERT","middleName":"EARL"},{"crd":"7088211","suffix":null,"lastName":"CONKLING","firstName":"COLEMAN","middleName":"BRYANT"},{"crd":"2808150","suffix":null,"lastName":"EUSTIS JR.","firstName":"DAVID","middleName":"L"},{"crd":"7987908","suffix":null,"lastName":"Forn Canabate","firstName":"Marc","middleName":null},{"crd":"5148708","suffix":null,"lastName":"HERRERA","firstName":"JUAN CARLOS","middleName":null},{"crd":"2944041","suffix":null,"lastName":"KAPLAN","firstName":"RICHARD","middleName":"E"},{"crd":"7231569","suffix":"Mr.","lastName":"Lovering","firstName":"William","middleName":"Derrick"},{"crd":"5055280","suffix":null,"lastName":"NEL","firstName":"JILLIAN","middleName":"CLAIRE"},{"crd":"1528627","suffix":null,"lastName":"OSTER","firstName":"MARC","middleName":"PAUL"}],"total":12,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":1229678623,"clients":197,"employees":15,"offices":2},{"filedOn":"2022-06-30","regulatoryAum":1506777072,"clients":243,"employees":15,"offices":2},{"filedOn":"2023-07-11","regulatoryAum":1303550542,"clients":292,"employees":15,"offices":2},{"filedOn":"2024-07-09","regulatoryAum":1276713756,"clients":371,"employees":23,"offices":1},{"filedOn":"2025-03-27","regulatoryAum":1556528803,"clients":440,"employees":23,"offices":1},{"filedOn":"2026-03-31","regulatoryAum":2047681895,"clients":456,"employees":20,"offices":1}],"secFileNumber":"801-112532","legalName":"Inscription Capital, LLC","displayName":"Inscription Capital","slug":"inscription-capital-291780","website":"https://inscriptioncapital.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/inscription-capital-and-family-office","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2925 Richmond Avenue, Suite 425","city":"Houston","state":"TX","stateName":"Texas","country":"United States","postalCode":"77098"},"tradeNames":[],"registration":{"secApproved":"1 March 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":4509990.903381643,"staff":{"employees":20,"advisory":14,"brokerDealerReps":2,"insuranceAgents":4,"promoters":0},"aum":{"regulatory":2047681895,"discretionary":1943669340,"discretionaryAccounts":1445,"nonDiscretionary":104012555,"nonDiscretionaryAccounts":59,"wrapProgram":null,"nonUsClientsPct":5,"nonAumClients":4},"clientTypes":[{"label":"Individuals (other than HNW)","clients":273,"regulatoryAum":273429644},{"label":"High-net-worth individuals","clients":141,"regulatoryAum":1593706590},{"label":"Corporations and other businesses","clients":42,"regulatoryAum":180545661}],"feePrograms":[{"role":"main","program":"Fee Schedule for Advisory Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037602","versionId":1037602,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-03-31","documentName":"INSCRIPTION CAPITAL,LLC - ADV PART 2A BROCHURE","fee_rate_low":0.25,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Family Office Services","summary":"A fixed annual fee of up to $600,000, which can be negotiated depending on the nature and complexity of the client's circumstances.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037602","versionId":1037602,"submittedOn":"2026-03-31","documentName":"INSCRIPTION CAPITAL,LLC - ADV PART 2A BROCHURE"},{"role":"other","program":"Financial Planning and Consulting","summary":"Hourly rates generally range from $250 to $500 per hour, or a flat fee agreed in writing; 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They include 273 individual clients, 141 high-net-worth individuals, and 42 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Inscription Capital offer?","answer":"Inscription Capital provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, divorce planning, education planning, estate planning, family office services, insurance, and philanthropic planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Inscription Capital charge?","answer":"Inscription Capital charges 0.25%–1.25% a year for its Fee Schedule for Advisory Services. The fee is billed in advance or in arrears and is negotiable.","source":"INSCRIPTION CAPITAL,LLC - ADV PART 2A BROCHURE, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Inscription Capital use?","answer":"Inscription Capital’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.26B, Charles Schwab & Co., Inc. (San Francisco, CA), with $397M and Folio Investments, Inc. (McLean, VA), with $285M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Inscription Capital have?","answer":"Inscription Capital has 14 investment adviser representatives registered with state securities authorities, out of 20 employees, and 14 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Inscription Capital invest in?","answer":"At the end of its last fiscal year, Inscription Capital’s separately managed accounts held 36% exchange-traded equities, 23% pooled vehicles (private funds and similar), 22% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 2% U.S. government and agency bonds, 2% investment grade corporate bonds, 1% state and local bonds, 1% high-yield corporate bonds and 1% other. The 1% other category is described as: Hybrid Debt Security, Preferred Stock, Exchange Traded Note.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Inscription Capital?","answer":"Inscription Capital is owned through a holding company by Brian Bova and Marc Oster. Its direct owners are Inscription Capital Holdings, LLC (75% or more) and Merchant Wealth Management Holdings, LLC (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Inscription Capital get paid?","answer":"Inscription Capital is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Inscription Capital registered with the SEC?","answer":"Yes, Inscription Capital has been registered with the SEC as an investment adviser since 1 March 2018. Its CRD number is 291780 and its SEC file number is 801-112532.","source":"Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Inscription Capital?","answer":"Inscription Capital’s main office is at 2925 Richmond Avenue, Suite 425, Houston, TX 77098. Its phone number is 713-673-8999. 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