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INKWELL CAPITAL

· CRD 155907 · IAPD ↗ · inkwellcapital.com · (305) 791-3195

$112.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2024 — INKWELL CAPITAL (location n/a) is newly SEC-registered with $110.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.