Unclaimed Profile

Brian James Bova

INSCRIPTION CAPITAL, LLC·HOUSTON, Texas

SIE, Series 7, Series 65, Series 66, Series 79TO, Series 99TOCFP CFAClean record18 years registeredINSCRIPTION CAPITAL, LLC

2925 RICHMOND AVENUE, HOUSTON, TX 77098CRD# 4445536Firm CRD# 291780

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian James Bova · HOUSTON, TX

Registration

CRD #4445536 · INSCRIPTION CAPITAL, LLC · 18 years registered

Brand Profile

Not yet started

Career History

INSCRIPTION FAMILY OFFICE, LLC

Jun 2019 – present

INSCRIPTION CAPITAL, LLC

Apr 2018 – present

UBS FINANCIAL SERVICES INC.

Feb 2008 – Apr 2018

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Series 79TO

Series 99TO

Registration record

First registered · February 1, 2008

Years registered · 18

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSCRIPTION CAPITAL, LLC

CRD 291780 · SEC 801-112532

AUM

$1.3B

Regulatory assets under management

Employees

1,203 client accounts

Services offered by INSCRIPTION CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INSCRIPTION CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Brian James Bova offer?

Brian James Bova specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are Brian James Bova's credentials?

Brian James Bova holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian James Bova located?

Brian James Bova is based in HOUSTON, Texas, working with INSCRIPTION CAPITAL, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Brian James Bova charge for services?

Brian James Bova's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSCRIPTION CAPITAL, LLC?

INSCRIPTION CAPITAL, LLC has approximately 23 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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