Overview
Assets Under Management: $112 million
High-Net-Worth Clients: 29
Average Client Assets: $2.2 million
Frequently Asked Questions
INKWELL CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155907), INKWELL CAPITAL is subject to fiduciary duty under federal law.
INKWELL CAPITAL serves 29 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, INKWELL CAPITAL offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
INKWELL CAPITAL manages $112 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, INKWELL CAPITAL serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.84%
Average Client Assets: $2.2 million
Total Client Accounts: 127
Discretionary Accounts: 126
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 155907
Filing ID: 2086297
Last Filing Date: 2026-03-30 07:50:50