Insight Folios is an SEC registered investment adviser organized as a corporation with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 19, 2026, reports $331M in regulatory assets under management, 15 employees, 11 offices, and 2,223 accounts.
Assets Under Management
$331M
Employees
15
Offices
11 offices
Total Clients
1,228
Primary office
CHARLOTTE, NC
10800 SIKES PLACE, SUITE 110, CHARLOTTE, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.1% of total clients.
Top client categories% of clientsClients
1
Individuals
94.1%
1,155
2
HNWI
5.9%
73
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$331Mas of March 19, 2026
Discretionary100.0%
$331M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$331M
Total Accounts2,223
10Y AUM Change+$231M (+229.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee82:1
10Y Employee Change+8 (+114.3%)
* 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.