Stephen Homer
Inked Investments · Round Rock, Texas
Stephen Homer is a fee-only financial advisor at Inked Investments in Round Rock, Texas. Inked Investments reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
Request an introduction to Stephen →
Facts
| Firm | Inked Investments |
|---|---|
| Based in | Round Rock, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $901K across 7 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6436792 |
| Exams passed | Series 65 (2024) · Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Stephen's firm compares
- Inked Investments's average account is about $129,000, from its Form ADV (assets managed divided by 7 accounts).
Request an introduction to Stephen
Tell Stephen a little about what you're looking for. Stephen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stephen
Is Stephen Homer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Inked Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Inked Investments, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Stephen Homer based?
Stephen Homer is based in Round Rock, Texas.
Is Stephen Homer registered with the SEC?
Yes. Stephen Homer is registered as an investment adviser representative in TX (CRD 6436792), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Inked Investments manage?
Inked Investments reports $901K across 7 accounts in assets under management.
How do I contact Stephen Homer?
Contact details aren't on file yet. Search for Inked Investments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Round Rock
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.