HIGHLAND PARK, ILCRD 5611Latest ADV October 14, 2025
Insight Securities, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Highland Park, IL. Its latest Form ADV filing, dated October 14, 2025, reports $94M in regulatory assets under management, 25 employees, 5 offices, and 48 accounts.
Assets Under Management
$94M
Employees
25
Offices
5 offices
Total Clients
48
Primary office
HIGHLAND PARK, IL
600 CENTRAL AVE., SUITE 293, HIGHLAND PARK, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentCorporations represent 39.6% of total clients.
Top client categories% of clientsClients
1
Corporations
39.6%
19
2
Individuals
37.5%
18
3
HNWI
22.9%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$94Mas of October 14, 2025
Discretionary100.0%
$94M
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.
Latest AUM$94M
Total Accounts48
10Y AUM Change$-57M (-37.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee2:1
10Y Employee Change+20 (+400.0%)
* 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.