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INSCRIPTION CAPITAL, LLC
CRD 291780File 801-112532
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.05B
Top 25% of cohort (national)
Discretionary AUM
$1.94B
Non-discretionary $104.0M
Clients
456
1,504 accounts
Employees
20
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 1, 2018
- Principal office
- 2925 RICHMOND AVENUE, SUITE 425, HOUSTON, TX, 77098
- Phone
- 713-673-8999
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.05B
- Discretionary AUM
- $1.94B
- Non-discretionary AUM
- $104.0M
- Discretionary accounts
- 1,445
- Non-discretionary accounts
- 59
- Total accounts
- 1,504
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 42 | $180.5M |
| High net worth individuals | 141 | $1.59B |
| Individuals (other than high net worth individuals) | 273 | $273.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 23 | 20 | decreased by3 |
| Apr 1, 2026 | Clients | 440 | 456 | increased by16 |
| Apr 1, 2026 | AUM | $1,556,528,803 | $2,047,681,895 | increased by$491,153,092 |
| Apr 1, 2026 | Accounts | 1,456 | 1,504 | increased by48 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 23 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 243 | 440 | increased by197 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,506,777,072 | $1,556,528,803 | increased by$49,751,731 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 946 | 1,456 | increased by510 |
| Apr 1, 2022 | Clients | 197 | 243 | increased by46 |
| Apr 1, 2022 | AUM | $1,229,678,623 | $1,506,777,072 | increased by$277,098,449 |
| Apr 1, 2022 | Accounts | 767 | 946 | increased by179 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INSCRIPTION CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INSCRIPTION CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.