{
  "crd_number": 301900,
  "slug": "inscription-family-office-llc-houston-tx-301900",
  "primary_business_name": "INSCRIPTION FAMILY OFFICE, LLC",
  "legal_name": "INSCRIPTION FAMILY OFFICE, 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": "2019-06-03",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301900",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/inscription-family-office-llc-houston-tx-301900",
  "display_name": "Inscription Family Office, LLC",
  "summary": "Inscription Family Office, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Inscription Family Office, LLC (CRD 301900): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Inscription Family Office, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Inscription Family Office, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Inscription Family Office, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: 0.1% to 0.4% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Inscription Family Office, LLC located?",
      "a": "Inscription Family Office, LLC's principal office is in Houston, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Inscription Family Office, LLC registered with the SEC or a state?",
      "a": "Inscription Family Office, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301900."
    },
    {
      "q": "How have Inscription Family Office, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Inscription Family Office, LLC: Regulatory assets under management: $0 in the October 2021 data and $0 in the October 2025 data. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Inscription Family Office, 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/301900"
    },
    {
      "q": "Does Inscription Family Office, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"Inscription Family generally does not impose a minimum relationship size.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 5,
      "filing_date": "2021-03-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 5,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 4,
      "filing_date": "2023-03-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 4,
      "filing_date": "2024-01-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 4,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 4,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.1% to 0.4% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.1% to 0.4% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Inscription Family offers its services for a fixed annual fee ranging up to $500,000, or an annual percentage of total assets advised upon, ranging from 0.10% to 0.40%."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Inscription Family generally does not impose a minimum relationship size."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.1,
        0.4
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Inscription Family offers its services for a fixed annual fee ranging up to $500,000, or an annual percentage of total assets advised upon, ranging from 0.10% to 0.40%.",
      "Inscription Family generally does not impose a minimum relationship size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/inscription-family-office-llc-houston-tx-301900.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    }
  ],
  "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/301900",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}