Inkwell Capital

Inkwell Capital (CRD# 155907) is a financial advisory firm headquartered in , . They manage $38,936,450 in 94 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $414,218
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, NY, TX

Financial Advisors at Inkwell Capital
Showing 1 - 2 of 2 top financial advisors.
1
Aaron Byrd
CRD#: 4818436
Canandaigua, NY
96
Wealthminder
score

Aaron Byrd (CRD# 4818436) is an Investment Advisor Representative working at Inkwell Capital in Canandaigua, NY and has over 12 years of experience in the finance industry.

2
Felipe F. Garcia
CRD#: 4818354
Miami, FL
96
Wealthminder
score

Felipe Garcia (CRD# 4818354) is an Investment Advisor Representative working at Inkwell Capital in Miami, FL and has over 12 years of experience in the finance industry.

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