David Eustis
David Eustis is a registered investment advisor at Inscription Family Office, LLC, based in Houston, TX, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Inscription Family does not directly manage investments for clients. Instead, they may refer clients to affiliated investment managers. If a client engages an affiliated manager, a portion of the fees paid to the affiliated manager will be provided to Inscription Family. The client is not obligated to use the affiliated manager.
Location
2925 Richmond Avenue, Suite 425, Houston, TX, 77098
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2023Customer Dispute
December 2003Other Business Activities
David is a principal with Inscription Capital, LLC and a member of Inscription Family Office, LLC, dedicating nearly all of his time to these roles. He also has ownership stakes and director/secretary roles in several other entities, including litigation funds and holding companies, but spends minimal time on these activities.
Employment History
Current Registrations
Inscription Family Office, LLC
Inscription Capital, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Keegan & Company, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.