Inscription Capital

Overview

Inscription Capital is a financial advisory firm. It offers financial planning and portfolio management for individuals and small businesses, pension consulting, and adviser selection. It provides multi-family office services, including planning, reporting, asset analysis, and counsel. Its clients include individuals and high-net-worth individuals. Fees may be asset-based, hourly, or fixed. The firm is registered with the SEC as an investment adviser and reported $2B in regulatory assets under management on its latest Form ADV. Its reported client types include individuals and high net worth individuals.

Services

• Financial planning
• Portfolio management for individuals and small businesses
• Pension consulting
• Selecting other advisers
• Planning
• Investment reporting
• Asset analysis

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Pension consulting
• Selecting other advisers

Location

See more firms in Texas and Houston.

Sources and last checked

• Inscription Capital website, inscriptioncapital.com, checked October 21, 2026
• SEC Investment Adviser Public Disclosure, Form ADV (CRD 291780), filed 03/31/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.