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| Inscription Capital LLC
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| CRD # | 291780 |
| SEC # | 801-112532 |
| CIK # | 0001767868 |
| AUM | 2,047.7 M (2026-03-31) |
| Employees | 20 (70% Investors, 10% Brokers) |
| Fees | |
| Minimum | |
| Phone | 713-673-8999 |
| Address | 2925 Richmond Avenue Houston, TX 77098 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 33.0 | ||
| Nvidia Corp | 23.8 | ||
| Alphabet Inc | 16.5 | ||
| Microsoft Corp | 16.4 | ||
| Chevron Corp | 13.7 | ||
| Amazon Com Inc | 12.5 | ||
| Wal Mart Stores Inc | 11.4 | ||
| Enterprise Products Partners L P | 11.2 | ||
| Alphabet Inc | 10.9 | ||
| Procter & Gamble Co | 9.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 273 | 0.3 |
| (b) Individuals (high net worth individuals) | 141 | 1.6 |
| (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 | 0.0 |
| (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 | 42 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,504 | 2.0 |
| By Discretionary | ||
| Discretionary | 1,445 | 1.9 |
| Non-Discretionary | 59 | 0.1 |
| Total | 1,504 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 1,504 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767868] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 (5 non-US) |
| Serves | Institutional, Retail |
| LEI | 5493005ZYWLW0K9MFG56 |
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|---|---|---|
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Althum Advisors LLC
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|
Avity Investment Management Inc
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