Insight Investment Counsel
SEC RegisteredHelping you shape your financial future
About the firm
Insight uses a disciplined investment process and a professional team approach to protect and grow clients' wealth, achieving their lifestyle and legacy objectives. Clear and objective insight guides their approach, while integrity guides their actions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Equity management across all market capitalizations, fixed-income management for both taxable and tax-exempt investors, wealth planning with a team of advisors, and balanced portfolio construction for various investment objectives.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 33 | $13M |
| High Net Worth Individuals | 59 | $233M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Balanced and Equity - $1M to $3M | 1.00% |
| Balanced and Equity - $3M to $10M | 0.75% |
| Balanced and Equity - $10M+ | 0.50% |
| Fixed Income Only - $1M to $10M | 0.50% |
| Fixed Income Only - $10M+ | 0.30% |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Insight Investment Counsel 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 the SEC or FINRA websites before making any decision.
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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