# Inceptionr LLC

> Inceptionr LLC is an SEC-registered investment advisory firm, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 310565
- Filed as: INCEPTIONR LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310565
- AdvisorCensus page: https://advisorcensus.com/firm/inceptionr-llc-310565

## Quick answers

**How is Inceptionr LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Inceptionr LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Is Inceptionr LLC registered with the SEC or a state?**
Inceptionr LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 310565.

**How much does Inceptionr LLC manage?**
Inceptionr LLC reports $786,146,394 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Inceptionr LLC's assets and staff changed since 2021?**
In the Form ADV data for Inceptionr LLC: Regulatory assets under management: $243,000,000 in the October 2021 data and $786,146,394 in the October 2026 data, up 224%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Inceptionr LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Inceptionr LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310565

**Does Inceptionr LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "There is no account minimum for any of INC’s services."

**What changed in Inceptionr LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $951,216,984 to $786,146,394 (-17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: None

> There is no account minimum for any of INC’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $786,146,394
- Discretionary: $786,146,394
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $786,146,394 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Walnut Creek, CA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $243,000,000 | 3 | August 30, 2021 |
| October 2022 | $400,000,000 | 3 | March 30, 2022 |
| October 2023 | $649,118,408 | 3 | July 26, 2023 |
| October 2024 | $838,129,859 | 3 | May 8, 2024 |
| October 2025 | $951,216,984 | 3 | March 22, 2025 |
| October 2026 | $786,146,394 | 3 | March 10, 2026 |

Regulatory assets under management: $243,000,000 in the October 2021 data and $786,146,394 in the October 2026 data, up 224%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $951,216,984 to $786,146,394 (-17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Inceptionr LLC (CRD 310565): Form ADV filing data as of October 2026.