Owner · Inscription Family Office, LLC
David L Eustis Jr.
CRD 2808150 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Inscription Family Office, LLC, an SEC-registered asset manager based in Houston, TX with $0 in regulatory assets, lists David L Eustis Jr. on its Form ADV as Owner, a control person. The SEC filings also name David at 1 other registered adviser.
Firms and roles
- Inscription Family Office, LLCOwnerAsset manager · Houston, TX · $0M in regulatory assets
- Inscription Capital, LLCPrincipalWealth manager · Houston, TX · $2.0B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Alvaro TrullenqueManaging Member & Chief Compliance Officer, Inscription Family Office, LLC
- Brian J. BovaCeo/principal, Inscription Capital, LLC
- Marc P. OsterPrincipal, Inscription Capital, LLC
- Sheryl S. KotzenChief Compliance Officer, Inscription Capital, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.