Juan Carlos
Herrera
Inscription Capital, LLC
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About this Advisor
Juan Carlos Herrera is a financial advisor who works in Houston, Texas with a total of 3 years of industry experience. Herrera is an advisor for Inscription Capital, LLC. During their career, the advisor has held roles at Quantor Capital, LLC, Ql Capital Management, LLC Dba Quantum Leap Capital Management, Bright Sky Captial, LLC and Inscription Capital, LLC. Herrera has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Inscription Capital, LLC is a company based out of Houston, TX. It has a total of 15 advisors. It manages $1 billion in assets between its 1,081 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 1,081 accounts, 34% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees are based on which services the firm provides the client. Fees billed by Inscription Capital, LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Inscription Capital, LLC Brokerage Details
$1,303,550,542
15
1,081
$1,205,875
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Juan Carlos Herrera Work History
Juan Carlos has been registered as a financial advisor for 3 years.*
Inscription Capital, LLC
Quantor Capital, LLC
Bright Sky Captial, LLC
Ql Capital Management, LLC Dba Quantum Leap Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Juan Carlos Herrera 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
Houston, TX
Geneva,
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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