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INSCRIPTION CAPITAL, LLC

HOUSTON, TX · CRD 291780 · IAPD ↗ · 713-673-8999

$2.05BRegulatory AUM
14Advisory reps
20Employees
4Clients
51-100Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — INSCRIPTION CAPITAL, LLC reported RAUM up 32% ($1.56B -> $2.05B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2025 — INSCRIPTION CAPITAL, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
49
April 2024 — INSCRIPTION CAPITAL, LLC notice-filed in CO, MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — INSCRIPTION CAPITAL, LLC now reports custody of client assets ($386.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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