AdFi
MA

Michael Allen Fowler II

Investment Adviser Representative at Insight Folios

Charlotte, NCCRD #8212058Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Allen Fowler is an investment adviser representative with Insight Folios in Charlotte, NC, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in North Carolina.

Office

10800 Sikes Place, Suite 110
Charlotte, NC 28277

Advisors at this office: 10

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/22/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Insight FoliosCurrent
1/16/2026 – Charlotte, NC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Insight Folios, Inc.
    Jan 2026 – no end date reportedCharlotte, NC
  2. The Sales Factory
    Aug 2020 – Aug 2025Greensboro, NC
  3. Wellspring Outdoor Solutions
    Jul 2018 – Aug 2020Charlotte, NC
  4. Coastal Shower Doors
    Jul 2013 – Jul 2018Jacksonville, FL
  5. Unemployeed
    Aug 2025 – Jan 2026Charlotte, NC

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Insight Folios

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • $0 - $999,9992.59%
  • $1,000,000 - $1,999,9992.45%
  • $2,000,000 - $4,999,9992.30%
  • $5,000,000 and up—

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
20
Offices listed on AdvisorFinder:
6
Main office:
Charlotte, NC
SEC file number:
801-117138

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 19, 2026

View full firm profile

Other advisors at Insight Folios

Showing 12 of 20 in the directory

View Insight Folios firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Allen Fowler II has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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