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Reading the graph
CRD 301900
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BOVA, BRIAN, JAMES | Owner | E | yes | 08/2019 | May 1, 2019 | Jan 10, 2024 |
| EUSTIS JR., DAVID, L | Owner | E | yes | 08/2019 | May 1, 2019 | Jan 10, 2024 |
| OSTER, MARC, PAUL | Owner | E | yes | 08/2019 | May 1, 2019 | Jan 10, 2024 |
| TRULLENQUE, ALVARO | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | yes | 04/2019 | May 1, 2019 | Jan 10, 2024 |
| MERCHANT INVESTMENT MANAGEMENT HOLDINGS LLC | Member | E | no | 06/2017 | May 1, 2019 | Jan 10, 2024 |
| MERCHANT INVESTMENT MANAGEMENT, LLC | Member | E | no | 06/2017 | May 1, 2019 | Jan 10, 2024 |
| MERCHANT WEALTH MANAGEMENT HOLDINGS, LLC | Owner | A | no | 04/2019 | May 1, 2019 | Jan 10, 2024 |
| MOE, INC. | Member | B | no | 08/2019 | Sep 25, 2019 | Jan 10, 2024 |
| OEB WEALTH HOLDINGS, INC. | Member | B | no | 08/2019 | Sep 25, 2019 | Jan 10, 2024 |
| PSMC INTERESTS, INC. | Member | B | no | 08/2019 | Sep 25, 2019 | Jan 10, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| INSCRIPTION CAPITAL, LLC | n/a | Independent wealth | $2.0B | N | yes | n/a |
| CAMDEN WEALTH ADVISORS LLC | n/a | Independent wealth | $366M | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Houston | TX | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $0 | $0 | 4 | 4 | 1 | n/a | n/a |
| 2024 | Mar 20, 2025 | $0 | $0 | 4 | 4 | 1 | n/a | n/a |
| 2023 | Jan 10, 2024 | $0 | $0 | 4 | 4 | 1 | n/a | n/a |
| 2022 | Mar 14, 2023 | $0 | $0 | 4 | 4 | 1 | n/a | n/a |
| 2021 | Mar 24, 2022 | $0 | $0 | 5 | 5 | 1 | n/a | n/a |
| 2020 | Mar 3, 2021 | $0 | $0 | 5 | 5 | 1 | n/a | n/a |
| 2019 | Mar 6, 2020 | $0 | $0 | 5 | 5 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0 | $0 | n/a | $0 | n/a | 4 | 4 | 1 | 1 |