Insight Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Concord, CA. Its latest Form ADV filing, dated February 13, 2026, reports $330M in regulatory assets under management, 5 employees, and 883 accounts.
Assets Under Management
$331M
Employees
5
Offices
--
Total Clients
343
Primary office
CONCORD, CA
1390 WILLOW PASS ROAD, SUITE 960, CONCORD, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.3% of total clients.
Top client categories% of clientsClients
1
Individuals
58.3%
200
2
HNWI
41.7%
143
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$331Mas of February 13, 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 Accounts883
10Y AUM Change+$331M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee69:1
10Y Employee Change+2 (+66.7%)
* 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.