Brian Bova
Brian Bova is a CFA, CFP-designated registered investment advisor at Inscription Family Office, LLC, based in Houston, TX, with 24 years of industry experience. Brian 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is the Principal/CEO of Inscription Capital, a Registered Investment Advisory, dedicating nearly full-time hours to it. He also places life insurance policies for individuals as part of financial plans, spending minimal time on this activity.
Employment History
Current Registrations
Inscription Family Office, LLC
Inscription Capital, LLC
Previous Registrations
Cabot Lodge Securities LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 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.