Inscription Capital, LLC

Inscription Capital, LLC (CRD# 291780) is a financial advisory firm headquartered in Houston, TX. They manage $1,276,713,756 in 1,203 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,277
    MILLION
  • Total Number of Accounts
    1,203
    ACCOUNTS
  • Average Account Value
    $1,061,275
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, MA, MO, NY, PR, TN, TX, WA

Financial Advisors at Inscription Capital, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Brian J. Bova
CRD#: 4445536
2925 Richmond Avenue, Suite 425, Houston, TX 77098

Brian Bova (CRD# 4445536) is an Investment Advisor Representative working at Inscription Capital, LLC in Houston, TX and has over 22 years of experience in the finance industry.

2
Julio A. Cacho-Diaz
CRD#: 6579900
2925 Richmond Avenue, Suite 425, Houston, TX 77098

Julio Cacho-Diaz (CRD# 6579900) is an Investment Advisor Representative working at Inscription Capital, LLC in Houston, TX and has over 8 years of experience in the finance industry.

3
Coleman B. Conkling
CRD#: 7088211
2925 Richmond Avenue, Suite 425, Houston, TX 77098

Coleman Conkling (CRD# 7088211) is an Investment Advisor Representative working at Inscription Capital, LLC in Houston, TX and has over 5 years of experience in the finance industry.

4
David L. Eustis Jr.
CRD#: 2808150
2925 Richmond Avenue, Suite 425, Houston, TX 77098

David Eustis Jr. (CRD# 2808150) is an Investment Advisor Representative working at Inscription Capital, LLC in Houston, TX and has over 26 years of experience in the finance industry.

5
Stephan M. Farber
CRD#: 4772647
99 Detering Street, Suite 108, Houston, TX 77007

Stephan Farber (CRD# 4772647) is an Investment Advisor Representative working at Inscription Capital, LLC in Houston, TX and has over 19 years of experience in the finance industry.

6
Juan Carlos Herrera
CRD#: 5148708
2925 Richmond Avenue, Suite 425, Houston, TX 77098

Juan Carlos Herrera (CRD# 5148708) is an Investment Advisor Representative working at Inscription Capital, LLC in Houston, TX and has over 17 years of experience in the finance industry.

7
Richard E. Kaplan
CRD#: 2944041
2925 Richmond Avenue, Suite 425, Houston, TX 77098

Richard Kaplan (CRD# 2944041) is an Investment Advisor Representative working at Inscription Capital, LLC in Houston, TX and has over 26 years of experience in the finance industry.

8
Jillian C. Nel
CRD#: 5055280
2925 Richmond Avenue, Suite 425, Houston, TX 77098

Jillian Nel (CRD# 5055280) is an Investment Advisor Representative working at Inscription Capital, LLC in Houston, TX and has over 16 years of experience in the finance industry.

9
Marc P. Oster
CRD#: 1528627
2925 Richmond Avenue, Suite 425, Houston, TX 77098

Marc Oster (CRD# 1528627) is an Investment Advisor Representative working at Inscription Capital, LLC in Houston, TX and has over 29 years of experience in the finance industry.

10
Lavada F. Waters
CRD#: 4258820
99 Detering Street, Suite 108, Houston, TX 77007

Lavada Waters (CRD# 4258820) is an Investment Advisor Representative working at Inscription Capital, LLC in Houston, TX and has over 23 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.