Insight Investment Counsel is an SEC registered investment adviser organized as a limited liability company with a primary office location in El Segundo, CA. Its latest Form ADV filing, dated March 4, 2026, reports $246M in regulatory assets under management, 5 employees, and 228 accounts.
Assets Under Management
$246M
Employees
5
Offices
--
Total Clients
92
Primary office
EL SEGUNDO, CA
330 ILLINOIS STREET, EL SEGUNDO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.1% of total clients.
Top client categories% of clientsClients
1
HNWI
64.1%
59
2
Individuals
35.9%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$246Mas of March 4, 2026
Discretionary98.5%
$242M
98% of total RAUM98.5%
Non-discretionary1.5%
$4M
2% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$246M
Total Accounts228
10Y AUM Change+$125M (+103.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee18:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.