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Andrew C. Keller

INSCRIPTION CAPITAL
HOUSTON, TX 77098
CRD#: 4682790
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AK
Andrew Clifton KellerINSCRIPTION CAPITAL

Professional summary


Andrew Clifton Keller is a registered financial advisor currently at INSCRIPTION CAPITAL, LLC located in Houston, Texas and ELEVATION POINT WEALTH PARTNERS, LLC located in Houston, Texas.

Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Andrew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


0

CRS (Client Relationship Summary) - RIA


Click below to view Andrew Clifton Keller's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 25, 2023 - Present

INSCRIPTION CAPITAL, LLC

Office #1: 2925 Richmond Avenue Suite 425, Houston, TX 77098
RIA
CRD#: 291780
HOUSTON, TX
Current

June 29, 2026 - Present

ELEVATION POINT WEALTH PARTNERS, LLC

Office #1: 2229 San Felipe Street Suite 1350, Houston, TX 77019
RIA
CRD#: 137068
Houston, TX
Current

November 8, 2023 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 2925 Richmond Avenue Suite 425, Houston, TX 77098
BD
CRD#: 35747
Houston, TX
Past

October 28, 2015 - September 14, 2023

INTRUA FINANCIAL

RIA
CRD#: 281554
HOUSTON, TX
Past

July 23, 2003 - October 6, 2020

LPL FINANCIAL LLC

RIA
CRD#: 6413
HOUSTON, TX
Past

July 17, 2003 - October 9, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
HOUSTON, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | SUPERIORWEALTH PARTNERS, LLC | SAGEPOINT CAPITAL PARTNERS | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | HARBOR VIEW PRIVATE WEALTH | HAMPTON BLUFF CAPITAL PARTNERS | FORTAGE CAPITAL ADVISORS | FORTA WEALTH PARTNERS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068 / SEC#: 801-65068

RIA
Registered Investment Advisory firm - (1/3/2006 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/8/2023)
RR
Kansas
(11/8/2023)
RR
Missouri
(11/8/2023)
IAR
Texas
(9/25/2023)
RR
Texas
(11/8/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/19/2003
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | SUPERIORWEALTH PARTNERS, LLC | SAGEPOINT CAPITAL PARTNERS | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | HARBOR VIEW PRIVATE WEALTH | HAMPTON BLUFF CAPITAL PARTNERS | FORTAGE CAPITAL ADVISORS | FORTA WEALTH PARTNERS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068 / SEC#: 801-65068

RIA
Registered Investment Advisory firm - (1/3/2006 Approved)
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Contact information


Main Address
1580 Lincoln Street Suite 680, Denver, CO 80203
Mailing Address
Phone number
(303) 382-2880
Established
Firm type
Fiscal year end
# of Employees
68

SEC notice filing (37 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EPWP ADV PART 2A (2/11/2026)

Regulatory assets under management


Total Number of Accounts8,324
AUM (Assets Under Management)$ 2,434,909,737

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068Houston, TX 77098

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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