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| Happy Holidays!! thanks for using AUM13F!! |
| Inscription Capital LLC
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| CRD # | 291780 |
| SEC # | 801-112532 |
| CIK # | 0001767868 |
| AUM | $1.6 B (2025-03-27) |
| Employees | 23 (70% Investors, 9% Brokers) |
| Phone | 713-673-8999 |
| Address | 2925 Richmond Avenue Houston, TX 77098 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001767868 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 24.2 | ||
| Microsoft Corp | 21.3 | ||
| Nvidia Corp | 19.2 | ||
| Nike Inc | 11.8 | ||
| Amazon Com Inc | 11.0 | ||
| Procter & Gamble Co | 9.6 | ||
| Enterprise Products Partners L P | 9.2 | ||
| Alphabet Inc | 8.6 | ||
| Chevron Corp | 8.3 | ||
| Wal Mart Stores Inc | 8.2 | ||
| Exxon Mobil Corp | 7.0 | ||
| Netflix Inc | 6.3 | ||
| Performance Food Group Co | 6.1 | ||
| Goldman Sachs Group Inc | 6.0 | ||
| Alphabet Inc | 5.7 | ||
| iShares Comex Gold Trust | 5.5 | ||
| Tesla Motors Inc | 5.3 | ||
| Union Pacific Corp | 5.2 | ||
| iShares S&P GSCI Commodity-Indexed Trust | 4.4 | ||
| Home Depot Inc | 4.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 254 | 195.1 |
| (b) Individuals (high net worth individuals) | 152 | 1,197.5 |
| (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 | 34 | 163.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,456 | 1,556.5 |
| By Discretionary | ||
| Discretionary | 1,338 | 1,329.5 |
| Non-Discretionary | 118 | 227.1 |
| Total | 1,456 | 1,556.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 32.7 | |
| United States Persons | 1,523.8 | |
| Total | 1,456 | 1,556.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767868] |
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|---|---|---|
|
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|
VA | 1.6 |
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Financial Synergies Wealth Advisors Inc
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TX | 1.6 |
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FL | 1.6 |
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FL | 1.6 |
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GA | 1.6 |
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Rebalance LLC
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CA | 1.6 |
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NH | 1.6 |
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HS Management Partners LLC
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NY | 1.5 |
|
Tritonpoint Wealth LLC
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|
MD | 1.5 |
|
Patton Albertson Miller Group LLC
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|
TN | 1.5 |