{
  "crd_number": 291780,
  "slug": "inscription-capital-llc-houston-tx-291780",
  "primary_business_name": "INSCRIPTION CAPITAL, LLC",
  "legal_name": "INSCRIPTION CAPITAL, LLC",
  "dbas": [],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-03-01",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 2047681895.0,
  "raum_discretionary": 1943669340.0,
  "raum_non_discretionary": 104012555.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 20,
  "advisory_employees": 14,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 273429644.0,
      "count": 273
    },
    "high_net_worth_individuals": {
      "raum": 1593706590.0,
      "count": 141
    },
    "corporations_other_businesses": {
      "raum": 180545661.0,
      "count": 42
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "LA",
    "MO",
    "NY",
    "PR",
    "TN",
    "TX",
    "WA"
  ],
  "websites": [
    "https://inscriptioncapital.com",
    "https://linkedin.com/company/inscription-capital-and-family-office",
    "https://linkedin.com/in/coleconkling",
    "https://linkedin.com/in/juan-carlos-herrera-253a8714?miniProfileUrn=urn%3Ali%3Afs_miniProfile%3AACoAAAMBsJ8Bwjo8gI4_M7gpxEQ"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291780",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/inscription-capital-llc-houston-tx-291780",
  "display_name": "Inscription Capital, LLC",
  "summary": "Inscription Capital, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Inscription Capital, LLC (CRD 291780): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Inscription Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Inscription Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Inscription Capital, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it); Hourly rate: $250 to $500 an hour (comprehensive financial planning, ad-hoc, and project-based consultations). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Inscription Capital, LLC located?",
      "a": "Inscription Capital, LLC's principal office is in Houston, TX, according to its Form ADV."
    },
    {
      "q": "Is Inscription Capital, LLC registered with the SEC or a state?",
      "a": "Inscription Capital, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291780."
    },
    {
      "q": "How much does Inscription Capital, LLC manage?",
      "a": "Inscription Capital, LLC reports $2,047,681,895 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (95% discretionary)."
    },
    {
      "q": "How have Inscription Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Inscription Capital, LLC: Regulatory assets under management: $1,229,678,623 in the October 2021 data and $2,047,681,895 in the October 2026 data, up 67%. Total employees: 15 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Inscription Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (273); high net worth individuals (141); corporations or other businesses not listed above (42)."
    },
    {
      "q": "Which custodians does Inscription Capital, LLC use?",
      "a": "Inscription Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Goldman Sachs Custody Solutions as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Inscription Capital, LLC report any disciplinary disclosures?",
      "a": "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/291780"
    },
    {
      "q": "What changed in Inscription Capital, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: No longer lists the business name Sound Post Capital. Employees performing advisory functions went from 16 to 14. Regulatory assets under management went from $1,556,528,803 to $2,047,681,895 (+32%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1229678623.0,
      "total_employees": 15,
      "filing_date": "2021-09-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1506777072.0,
      "total_employees": 15,
      "filing_date": "2022-06-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1303550542.0,
      "total_employees": 15,
      "filing_date": "2023-07-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1276713756.0,
      "total_employees": 23,
      "filing_date": "2024-07-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1556528803.0,
      "total_employees": 23,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2047681895.0,
      "total_employees": 20,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Sound Post Capital.",
        "Employees performing advisory functions went from 16 to 14.",
        "Regulatory assets under management went from $1,556,528,803 to $2,047,681,895 (+32%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 to $500 an hour (comprehensive financial planning, ad-hoc, and project-based consultations)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Inscription charges an annual advisory fee based upon the assets under management that is agreed upon with each Client and set forth in an agreement executed by Inscription and the Client. Advisory fees range between 0.25% to 1.25% annually"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 to $500 an hour (comprehensive financial planning, ad-hoc, and project-based consultations)"
        ],
        "quotes": [
          "Hourly rates generally range from $250 to $500 per hour based on the scope of the engagement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        1.25
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 250.0,
          "max": 500.0,
          "period": "hour",
          "service": "comprehensive financial planning, ad-hoc, and project-based consultations"
        }
      ]
    },
    "quotes": [
      "Inscription charges an annual advisory fee based upon the assets under management that is agreed upon with each Client and set forth in an agreement executed by Inscription and the Client. Advisory fees range between 0.25% to 1.25% annually",
      "Hourly rates generally range from $250 to $500 per hour based on the scope of the engagement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Goldman Sachs Custody Solutions",
      "name_as_filed": "GOLDMAN SACHS CUSTODY SOLUTIONS",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/inscription-capital-llc-houston-tx-291780.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 273,
      "fewer_than_5": false,
      "raum": 273429644.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 141,
      "fewer_than_5": false,
      "raum": 1593706590.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 42,
      "fewer_than_5": false,
      "raum": 180545661.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291780",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}