$2.0B Total AUM
$1.9B Disc. AUM
9.6% 3Y CAGR
20 Employees
460 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Folio Investments
- Clients
- Retail and Institutional
- Platforms
- Unison pioneer
- Established Date
- 03-01-2018
- Office Locations
- 2
Office Locations
2925 Richmond Avenue Suite 425 Houston TX
-- Geneva --
About Inscription Capital, LLC
Inscription Capital, LLC is a Houston-based RIA providing financial planning and portfolio management for business owners and entrepreneurs. The firm emphasizes long-term, disciplined investing and portfolio construction, using a mix of ETFs and public funds alongside alternative and private investments where appropriate. Works with retail and institutional clients; custody includes Schwab and Fidelity.
Team overview
47 AVG AGE
$146.3M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
4.9 yrs AVG TENURE
20 Employees
14 Advisory Reps
14 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Bridge Delta peak Wave vector Glacier Ember bridge Element focus Vital Capital Vertex Peak Radial eagle Unison Insight
Client Personas
Fusion Meridian
Custodian
Meridian foundation Oak pathway Pioneer ridge Fusion Catalyst Catalyst Prime radial Fusion ember
Investment Themes
Focus Insight vertex Signal beacon Catalyst
Investment Vehicles
Eagle Atlas
Platform
Crest atlas Momentum north
Services
Optima Value Momentum Foundation Vital Pioneer Bridge North capital North Pathway quantum
Technology
Vector wave
Owner & Executives
B
BRIAN JAMES BOVA
Chief Executive Officer, PRINCIPAL
- CRD
- #4445536
- Ownership
- Less than 5%
(902) 818-1034
vertex.timber@deltacapital.com
in linkedin.com/in/momentum-alpha
D
DAVID L EUSTIS JR.
PRINCIPAL
- CRD
- #2808150
- Ownership
- Less than 5%
(809) 850-7740
vertex.crest@beaconcapital.com
in linkedin.com/in/harbor-pathway
C
Crest signal
Beacon pathway
- CRD
- #23019
- Ownership
- 45.3%
(944) 692-7967
value.optima@catalystcapital.com
in linkedin.com/in/focus-pioneer
Showing 2 of 4 owners & executives
Unlock allContacts
A
Allison Lynn Brand
--
- CRD
- #7534525
(907) 797-7727
matrix.crest@beaconcapital.com
in linkedin.com/in/north-bridge
J
Julio Armando Cacho-Diaz
Chief Investment Officer, Co-Chief Executive Officer
- CRD
- #6579900
(697) 924-4687
vital.alpha@meridiancapital.com
in linkedin.com/in/wave-value
V
Vertex vector
Zenith focus
- CRD
- #30450
(896) 831-6574
momentum.crest@vitalcapital.com
in linkedin.com/in/eagle-matrix
Showing 2 of 15 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,943,669,340 | $1,345,100 |
| Non-Discretionary | $104,012,555 | $1,762,925 |
| Total | $2,047,681,895 | $1,361,491 |
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Separately Managed Accounts
Total SMA Asset: $2,047,681,895
Equity - Exchange:
5.1% Private Funds:
20.4% Public Funds:
12.0% Cash:
14.4% Corporate - Investment Grade:
13.6% U.S. Government/Agency:
8.5% Corporate - Non-Investment Grade:
7.0% Other:
19.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $61,938,575 | 5.1% |
| Private Funds | $247,754,298 | 20.4% |
| Public Funds | $145,737,822 | 12.0% |
| Cash | $174,885,387 | 14.4% |
| Corporate - Investment Grade | $165,169,532 | 13.6% |
| U.S. Government/Agency | $103,230,958 | 8.5% |
| Corporate - Non-Investment Grade | $85,013,730 | 7.0% |
| Other | $230,751,551 | 19.0% |
| Total | $1,214,481,853 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER PIONEER QUANTUM | FRONTIER BRIDGE | GL4PQS089 | JUSBN | 11.51% | $30,865,998 |
| FRONTIER FOUNDATION | DELTA EMBER | VCOHMGGEP | MAO | 5.81% | $41,349,815 |
| EMBER ZENITH MERIDIAN | TIMBER BEACON | B4Y0D4WU0 | DLP | 11.43% | $51,242,132 |
| QUANTUM ZENITH OPTIMA | UNISON CAPITAL | CUXNSELVO | OIZD | 6.10% | $66,777,884 |
| HORIZON MERIDIAN NORTH | EMBER QUANTUM | 7ISQW8PBJ | HFYOT | 9.44% | $112,027,921 |
| FUSION OPTIMA BRIDGE | OPTIMA ATLAS | V16JT2XFK | NFX | 4.37% | $26,874,152 |
| PATHWAY FUSION | PIONEER GLACIER | VHAZEXXI5 | EUPNM | 11.32% | $59,001,190 |
| OAK ATLAS | GLACIER QUANTUM | CKMPHBYFZ | EPB | 3.12% | $78,091,050 |