Unclaimed Profile

David L Eustis Jr.

INSCRIPTION CAPITAL, LLC·HOUSTON, Texas

SIE, Series 7, Series 63, Series 6623 years registeredINSCRIPTION CAPITAL, LLC

2925 RICHMOND AVENUE, HOUSTON, TX 77098CRD# 2808150Firm CRD# 291780

Profile Verification

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

Identity

David L Eustis Jr. · HOUSTON, TX

Registration

CRD #2808150 · INSCRIPTION CAPITAL, LLC · 23 years registered

Brand Profile

Not yet started

Career History

INSCRIPTION FAMILY OFFICE, LLC

Sep 2019 – present

INSCRIPTION CAPITAL, LLC

Apr 2018 – present

UBS FINANCIAL SERVICES INC.

Sep 2002 – Apr 2018

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · September 19, 2002

Years registered · 23

Disclosure History

2023Customer Dispute·Settled

2003Customer Dispute·Closed-No Action

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 David L Eustis Jr. offer?

David L Eustis Jr. specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are David L Eustis Jr.'s credentials?

David L Eustis Jr. is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David L Eustis Jr. located?

David L Eustis Jr. is based in HOUSTON, Texas, working with INSCRIPTION CAPITAL, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does David L Eustis Jr. charge for services?

David L Eustis Jr.'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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