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PK

Patrick R. Keller

INSCRIPTION CAPITAL
HOUSTON, TX 77098
CRD#: 5436287
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PK
Patrick Ryan KellerINSCRIPTION CAPITAL

Professional summary

Patrick Ryan 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.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Patrick has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

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

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Ryan 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 11, 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
Past

February 16, 2017 - June 26, 2023

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
HOUSTON, TX
Past

February 3, 2017 - June 26, 2023

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
HOUSTON, TX
Past

February 1, 2016 - January 27, 2017

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
Houston, TX
Past

May 16, 2013 - January 27, 2017

BBVA SECURITIES INC.

BD
CRD#: 27060
HOUSTON, TX
Past

March 9, 2012 - May 16, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
HOUSTON, TX
Past

May 16, 2008 - September 24, 2010

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
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.

Highlighted states indicate IAR registrations

IAR
Texas
(9/11/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/30/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/17/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/2/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/4/2008
Investment Company Products/Variable Contracts Representative Examination

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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