|
⚲
|
| Keyboard |
| Inkwell Capital LLC
✚
|
|
|---|---|
| CRD # | 155907 |
| SEC # | 801-130180 |
| CIK # | 0002050138 |
| AUM | 112.2 M (2026-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 305-791-3195 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002050138 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 6.2 | ||
| Markel Corp | 4.9 | ||
| Dollar General Corp | 4.7 | ||
| Amazon Com Inc | 3.9 | ||
| Hershey Co | 3.8 | ||
| Mastercard Inc | 3.8 | ||
| Occidental Petroleum Corp /DE/ | 3.6 | ||
| Schwab Charles Corp | 3.4 | ||
| Restaurant Brands International Inc | 3.4 | ||
| Apple Inc | 3.4 | ||
| Norfolk Southern Corp | 3.4 | ||
| Walt Disney Co | 3.3 | ||
| Starbucks Corp | 3.3 | ||
| Progressive Corp/Oh/ | 3.1 | ||
| Dominos Pizza Inc | 2.9 | ||
| Moodys Corp /DE/ | 2.9 | ||
| Carmax Inc | 2.7 | ||
| Facebook Inc | 2.6 | ||
| Nike Inc | 2.5 | ||
| American Express Co | 1.9 | ||
| Builders Firstsource Inc | 1.9 | ||
| UnitedHealth Group Inc | 1.8 | ||
| Wellpoint Inc | 0.9 | ||
| Microsoft Corp | 0.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 10.5 |
| (b) Individuals (high net worth individuals) | 29 | 63.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 35.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 127 | 112.2 |
| By Discretionary | ||
| Discretionary | 126 | 112.1 |
| Non-Discretionary | 1 | 0.1 |
| Total | 127 | 112.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.2 | |
| Total | 127 | 112.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002050138] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Alpha Planning and Financial Services Inc
✚
|
OH | 112.8 M |
|
Genesis Investment Advisors LLC
✚
|
TN | 112.5 M |
|
Abbondandolo Wealth Management Corp
✚
|
NY | 112.5 M |
|
Cogent Independent Advisors Inc
✚
|
112.4 M | |
|
Ontrack Wealth Management LLC
✚
|
MI | 112.4 M |
|
Aria Wealth Partners LLC
✚
|
VA | 112.3 M |
|
KDM Wealth Management Inc
✚
|
IL | 112.2 M |
|
Yahara Wealth Management LLC
✚
|
WI | 112.0 M |
|
Compass Retirement Group LLC
✚
|
MO | 111.9 M |
|
TAM Capital Management Inc
✚
|
111.7 M |