Insight Folios
Insight Folios is an SEC-registered mass-market adviser in Charlotte, NC with $331.3M assets under management (AUM, regulatory AUM), -3% over one year. See who owns Insight Folios: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174411, SEC 801-117138, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $331.3M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Charlotte, NC
- Employees
- 15
- Clients
- 1,228
- CRD
- 174411
- Ownership
- DURSO, PAUL, LEONARD; BOWERS, CHARLES, BUDDY; GILDAY, NEIL, DAVID; DUSTMAN, BRYAN, RICHARD
How much AUM does Insight Folios have?
Insight Folios reported $331.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Insight Folios?
Disclosed owners and executives of Insight Folios include DURSO, PAUL, LEONARD, BOWERS, CHARLES, BUDDY, GILDAY, NEIL, DAVID, DUSTMAN, BRYAN, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.