David
Scheidt

Inscription Capital, LLC

CRD#5403498
Investment Advisor
in Houston, TX

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About this Advisor

David Scheidt is a financial advisor based in Houston, Texas, working with Inscription Capital, LLC. David has previously held positions at Scheidt Asset Management, LLC and Inscription Capital LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, David is part of Inscription Capital, LLC, which operates out of Houston, Texas. The firm has 23 employees and manages assets totaling $1.3 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Inscription Capital, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2925 Richmond Avenue Suite 425
Houston, TX 77098

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Inscription Capital, LLC Brokerage Details

Total Assets Under Management

$1,276,713,756

TX Average: $3,042,739,679
Total Number of Employees

23

TX Average: 49
Total Number of Accounts

1,203

TX Average: 2,315
Average Account Size

$1,061,275

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

David Scheidt Work History

2023 - Present (2 years)

Inscription Capital LLC

2012 - 2023 (11 years)

Scheidt Asset Management, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of David Scheidt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Inscription Capital, LLC

Marc Oster
Houston, TX
Timothy Pynchon
Winchester, MA
David Eustis Jr.
Houston, TX
Julio Cacho-Diaz
Houston, TX
Stephan Farber
Houston, TX
David Scheidt
Houston, TX
George Nichols
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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