Asset manager · Houston, TX
Inscription Family Office, LLC
SEC-registered investment adviser · CRD 301900 · SEC 801-116726
At a glance
Inscription Family Office, LLC is an SEC-registered investment adviser based in Houston, Texas, with $0 in regulatory assets under management as of its Form ADV filed March 25, 2026. By Form ADV it is a asset manager, ranked 2,704th of 3,218 asset managers and 16,687th of 17,210 SEC-registered advisers by assets.
Main office 832-649-7700As filed on Form ADV
- Regulatory AUM
- $0M
- Rank among asset managers
- #2,704 of 3,218
- Rank among all SEC RIAs
- #16,687 of 17,210
- Rank in Texas
- #1,064 of 1,081
- Clients
- 0
- Accounts
- 0
- Discretionary
- 0% of AUM
- Employees
- 4
- Advisory staff
- 4
- Offices
- 2
Owners and executives on its Form ADV
- Alvaro TrullenqueManaging Member & Chief Compliance Officer
Custody and brokerage
Custodian
Inscription Family Office, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Broker-dealer named in its brochure
Its Form ADV brochure (filed March 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
Certain Advisory Persons are also registered representatives of Purshe Kaplan Sterling Investments (“PKS”).
Disciplinary disclosures
Inscription Family Office, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Inscription Family Office, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 626 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Inscription Family Office, LLC manage?
Inscription Family Office, LLC reports $0 in regulatory assets under management, on its Form ADV filed March 25, 2026.
What kind of firm is Inscription Family Office, LLC?
Inscription Family Office, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Does Inscription Family Office, LLC have any disciplinary history?
Inscription Family Office, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Inscription Family Office, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →