A complete list of active advisors currently associated with Inscription Capital, LLC

Warmer can help you find a great advisor at Inscription Capital, LLC or one who fits your needs even better.

Inscription Capital, LLC provides holistic financial planning and discretionary and non‑discretionary investment management to individuals (including high net worth individuals), family offices, trusts, estates, private foundations and retirement plans. The firm reports about $2.05 billion in assets under management, 14 advisors serving roughly 414 clients, and offers services that include financial planning, portfolio management, retirement plan advisory and negotiated family office engagements. The firm’s investment process emphasizes individualized planning and a long‑term, fundamental approach implemented by an investment committee that builds model portfolios and selects External Managers. Portfolios may include mutual funds, ETFs, structured products, options, private funds, digital assets, precious metals and fixed income, and Inscription uses a mix of implementation channels (including Betterment Institutional for certain accounts) with ongoing monitoring and periodic client reviews. What is noteworthy relative to many peers is Inscription’s involvement with sponsored funds and other financial product arrangements: certain advisory persons are associated with Quantor Capital LLC and may recommend Quantor Core Fund, LP (a commodities pool), and the firm’s ownership and affiliated entities (including Levy Park Capital GP) serve as general partners for litigation funding vehicles (LPC Litigation Fund I–IV). The brochure also discloses that some advisory persons are registered representatives of broker‑dealers and licensed insurance agents who may implement commissionable products, and Inscription describes processes to disclose and mitigate the related conflicts while permitting negotiated family office and advisory fee arrangements.

To learn more about the advisors currently working at Inscription Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.