Insight Capital Management

RIASEC Registered
Total AUM
$331M
Discretionary
$331M
100% of AUM
Avg account
$374K
Accounts
883
Employees
5
Advisory reps
4

Firm details

Headquarters
Concord, California
CRD number
314558
Registered since
June 7, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI78.37%
  • Individuals21.63%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Insight Capital Management is an independent, limited liability RIA that registered with the SEC in 2021. The firm is owned by an individual principal and focuses on serving individual and family clients, with portfolio management services for individuals and small businesses and financial planning offered as core advisory activities. Compensation is primarily a percentage-of-AUM model supplemented by fixed fees. Insight also operates as a registered representative of a broker-dealer, and it lists broker-dealer affiliation among its industry activities. The firm does not describe itself as an active ESG investor and is not positioned as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 15%, Cash & Cash Equivalents 5%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities15%
  • Cash & Cash Equivalents5%

Contacts

3 of 4
  • Scott Berg

    Registered RepresentativeCRD 1053783

  • Dustin Blodgett

    Dustin Blodgett

    Financial AdvisorCRD 5953002

  • Phillip Rice

    Phillip Rice

    Client Services AssociateCRD 6457898

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Concord, CA

Contra Costa

Location

Concord, CA

Headquartered in Concord, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
1390 Willow Pass Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth