Inscription Capital
TL;DR
Inscription Capital is a Delaware LLC registered with the SEC since February 2018, offering investment advisory to individuals, family offices, trusts, estates and private foundations.
$2.0 billion
Regulatory AUM
As of ADV filing 2026-03-31
1,504
Accounts / Clients
414 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
20
Team Size
employees, 14 advisory
8 yrs
Years Registered
First registered 2018
About Inscription Capital
Inscription Capital is a Delaware LLC registered with the SEC since February 2018, offering investment advisory to individuals, family offices, trusts, estates and private foundations.
Office: 2925 Richmond Avenue, Suite 425, Houston, TX 77098.
Best for: Houston households of any size comfortable with broker-dealer and insurance commissions
Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD291780
RegistrationSEC-registered
First registration2018
Regulatory AUM$2.0 billion
ADV filing date2026-03-31
Accounts1,504
Clients414 individual and high-net-worth clients
Employees20
Advisory employees14
Fee modelAdvisory fees; ADV 2A discloses commissions via Emerson or PKS broker-dealer and insurance roles
MinimumNo account or relationship minimum (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA and CAIA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 291780, as of ADV filing 2026-03-31, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Houston, TX (2026): rank 8 of 10
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