Inscription Capital, LLC
Inscription Capital, LLC is a Houston, Texas-based SEC-registered investment adviser founded in 2018. The firm provides holistic and personalized financial planning and investment advisory services, including discretionary and non-discretionary portfolio management for individuals (including high net worth), family offices, trusts, estates, private foundations, and other entities. As of early 2025, Inscription Capital has approximately 23 employees with a majority focused on investment management and advisory roles. The firm is majority owned by BEO Holdings, LLC and is primarily focused on serving clients seeking customized wealth management solutions in the United States.
Investment Strategy
Inscription Capital employs a committee-based investment approach, offering diversified model portfolios constructed from global and domestic equities, taxable and non-taxable fixed income, mutual funds, ETFs, structured products, options, and alternative investments. The firm emphasizes long-term ownership of diversified portfolios designed to deliver superior after-tax, inflation-adjusted returns tailored to each client's goals, risk tolerance, and investment objectives. Inscription also coordinates with unaffiliated third-party managers for clients when suitable and regularly monitors these allocations. Recommendations and portfolio construction are highly customized, considering factors such as portfolio size, income needs, time horizon, and wealth transfer objectives.
Latest 13F Filing Activity
Inscription Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 474 equity positions and 2 options positions with a total 13F market value of $694M. The fund increased holdings in SPDR Series Trust, Nvidia Corporation, Goldman Sachs Etf TR among other positions. Inscription Capital, LLC reduced exposure to Bank America Corp., Enterprise Prods Partners L, Nike Inc. among others.
Top Holdings
Equity Positions (474)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VT | VANGUARD INTL EQUITY INDEX F | 9.13% | $63.3M | 492,626 | $115.95 | $128.52 | +$4.5M |
S SPY | SPDR S&P 500 ETF TR | 5.84% | $40.5M | 65,571 | $559.53 | $617.85 | +$6.3M |
B BIL | SPDR SERIES TRUST | 3.87% | $26.9M | 292,912 | $91.73 | $91.73 | +$12.5M |
A AAPL | APPLE INC | 3.48% | $24.2M | 117,736 | $222.13 | $205.17 | -$14.2K |
M MSFT | MICROSOFT CORP | 3.07% | $21.3M | 42,815 | $375.39 | $497.41 | +$990.3K |
Options Positions (2)
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
B Brian Bova | Principal | Houston, TX , United States | |
M Marc Forn Canabate | Senior Analyst | Houston, TX , United States | |
 | Principal | Houston, TX , United States | |
J Julio Cacho | Co-Chief Investment Officer | Houston, TX , United States |