Insight Investment Counsel

RIASEC RegisteredEst. 2021
Total AUM
$246M
Discretionary
$242M
98% of AUM
Avg account
$1.1M
Accounts
228
Employees
5
Advisory reps
2

Firm details

Headquarters
El Segundo, California
CRD number
172511
Registered since
June 21, 2021
Website
insightinv.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI94.82%
  • Individuals5.18%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Insight Investment Counsel is an independent, individual-owned LLC that registered with the SEC in 2021 and operates as a fee-based registered investment adviser. The firm focuses on portfolio management for individuals and small businesses and charges clients a percentage of assets under management. It does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 64%, State & Local Bonds 16%, Public Funds/Mutual Funds 15%, Cash & Cash Equivalents 3%, US Government Bonds 2%, Investment Grade Corp Bonds 1%64%
  • Exchange Traded Equities64%
  • State & Local Bonds16%
  • Public Funds/Mutual Funds15%
  • Cash & Cash Equivalents3%
  • US Government Bonds2%

Contacts

2 of 2
  • Joanne Nishiyama

    Joanne Nishiyama

    Vice PresidentCRD 3157715

  • Russell Kartub

    Russell Kartub

    PresidentCRD 2555420

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 52

Active vs passive

$52.1M in ETFs

Passive

72%

$37.3M

Active

28%

$14.7M

ETFProviderStyleCategoryValueShares% of portfolio
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY)First TrustPassiveLarge Value$7.1M87,60913.64%
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Location

Primary office

El Segundo, CA

Los Angeles

Location

El Segundo, CA

Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
330 Illinois St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth