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INKWELL CAPITAL
Legal name: INKWELL CAPITAL LLC
CRD 155907File 801-130180
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$112.2M
Bottom 25% of cohort (national)
Discretionary AUM
$112.1M
Non-discretionary $50K
Clients
49
127 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 1, 2024
- Principal office
- Not reported
- Phone
- (305) 791-3195
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $112.2M
- Discretionary AUM
- $112.1M
- Non-discretionary AUM
- $50K
- Discretionary accounts
- 126
- Non-discretionary accounts
- 1
- Total accounts
- 127
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.2M |
| Other investment advisers | Fewer than 5 | $35.8M |
| High net worth individuals | 29 | $63.8M |
| Individuals (other than high net worth individuals) | 20 | $10.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.