I
Inked Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$887,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$147,833
About
The firm provides investment advisory and financial planning services to individual and high-net-worth clients, business entities, and retirement-plan sponsors, and it also accepts investment company clients. Services described in the brochure include ongoing portfolio management, investment analysis, and tailored financial planning and consulting.
Investment decisions are driven by a mix of quantitative, fundamental, technical, and economic analysis, with ongoing reviews to align portfolios with clients’ time horizons and risk tolerances. Implementation may include both long- and short-term strategies and strategic asset allocation that can incorporate stocks and leveraged ETFs where deemed appropriate, and the firm typically operates with discretionary trading authority for portfolio rebalancing.
Notable distinctions include offering performance-based fee arrangements to qualified investors, an arrangement that is uncommon among similar independent advisers, and an affiliation with real estate brokerage activity through the principal, which the firm discloses as a potential conflict and addresses through documented policies. The brochure also emphasizes trade allocation, monitoring procedures, and conflict-of-interest disclosures intended to treat clients fairly when managing accounts with differing fee arrangements.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
Business succession planning
College savings (529s, UTMA, etc.)
Real estate investing
Fee options
$0 - $500,000: 2% $500,001 - $1,000,000: 1.75% $1,000,001 - $5,000,000: 1.5% $5,000,001+: 1%
$100-$200 per hour for financial planning services
Annual base fee of 0.5% of AUM plus 8% of annual profits for Qualified Investors (net worth at least $2.2 million or $1.1 million invested with firm). Fees calculated and deducted annually in arrears.
Account minimum: $250,000
Main office location
Inked Investments
1205 Rainbow Parke Dr
Round Rock TX 78665, United States
Number of offices
1
Most active in
Inked Investments has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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