Insight Investment Advisers LLC

RIAState Registered

Total AUM

$71.7M

Discretionary

$71.7M

100% of AUM

Avg account

$134K

Accounts

537

Employees

Advisory reps

Firm details

Headquarters: Leawood, Kansas
CRD number: 286497
Website: www.investwithinsight.com
Custodians: CHARLES SCHWAB & CO., INC., CNB CUSTODY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.61%
Individuals48.09%
Charitable Organizations0.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Insight Investment Advisers LLC is a privately owned independent registered investment adviser operating as a limited liability company. The firm focuses on serving individual and family clients and positions itself as a capital allocator, both managing portfolios directly and selecting third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of other advisers. Fee arrangements are mixed: percentage of assets under management, hourly charges, and fixed fees. The firm does not identify as an active ESG investor.