Brian James Bova
Investment adviser representative at Inscription Family Office, LLC
20 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
20 years in the industry.
- Inscription Family Office, LLCMay 2019 to now
- Inscription CapitalApr 2018 to now
- Cabot Lodge Securities LLCJan 2021 to Dec 2023
- Purshe Kaplan Sterling InvestmentsMar 2018 to Jan 2021
- UBS Financial Services Inc.Sep 2003 to Apr 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Inscription Family Office, LLC
$0Assets managed
0Clients
4Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4445536
- Firm CRD
- 301900