Inscription Capital, Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $1.9B
- Clients
- 456
- Avg AUM / client
- $4.5M
- Accounts
- 1,504
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 273 | $273M | 13.4% |
| High net worth individuals | 141 | $1.6B | 77.8% |
| Corporations and other businesses | 42 | $181M | 8.82% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian James Bova | Owner | CFP CFA | Apr 2018 (8y) | ≈ 18.75% – 50% via Inscription Capital Holdings, Llc |
| David L Eustis Jr. | Owner | Apr 2018 (8y) | ≈ 18.75% – 50% via Inscription Capital Holdings, Llc | |
| Marc Paul Oster | Owner | Apr 2018 (8y) | ≈ 18.75% – 50% via Inscription Capital Holdings, Llc | |
| Kotzen, Sheryl, Siemen | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Jillian Claire Nel | Registered representative | CFP | Sep 2019 (7y) | |
| Richard E Kaplan | Registered representative | Sep 2019 (7y) | ||
| Coleman Bryant Conkling | Registered representative | Mar 2020 (6y) | ||
| Juan Carlos Herrera | Registered representative | Mar 2020 (6y) | ||
| Julio Armando Cacho Diaz | Registered representative | Mar 2020 (6y) | ||
| William Derrick Lovering | Registered representative | Feb 2023 (3y) | ||
| Robert Earl Clements | Registered representative | May 2023 (3y) | ||
| Allison Lynn Brand | Registered representative | CFP | Feb 2025 (1y) | |
| Marc Forn Canabate | Registered representative | CFA | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Inscription Capital Holdings, Llc | Owner | Dec 2017 | A | 75% or more |
| Merchant Wealth Management Holdings, Llc | Member | Apr 2018 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brian James Bova: 25% – 50% of Inscription Capital Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- David L Eustis Jr.: 25% – 50% of Inscription Capital Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Marc Paul Oster: 25% – 50% of Inscription Capital Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.3B (61% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $414M (100% of AUM) Dec 2018
- Charles Schwab & Co. $397M (19% of AUM) Mar 2026
- Folio Investments, Inc. $285M (14% of AUM) Mar 2026
- BNY Mellon $137M (19% of AUM) Sep 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗