$112.2M Total AUM
$112.1M Disc. AUM
-- 3Y CAGR
2 Employees
49 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-10-2011
- Office Locations
- 2
Office Locations
-- Miami FL
-- Mills River NC
About Inkwell Capital
Inkwell Capital is a registered investment adviser providing personalized, discretionary portfolio management for individuals and institutions, including high-net-worth and retirement accounts, corporate plans, and charitable trusts/endowments. Portfolios are managed primarily with ETFs and public securities, and the firm reports custody relationships that include Charles Schwab.
Team overview
-- AVG AGE
$56.1M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
15.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
AARON BYRD
President
- CRD
- #4818436
- Ownership
- 50% but less than 75%
Available
Available
Available
F
FELIPE FAUSTO GARCIA
Chief Compliance Officer, Chief Investment Officer
- CRD
- #4818354
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,124,469 | $889,877 |
| Non-Discretionary | $50,000 | $50,000 |
| Total | $112,174,469 | $883,264 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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