Insight Capital Management

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.

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Investments & Alternatives

Location & Offices