Insight Capital Management
Insight Capital Management is an SEC-registered mass-market adviser in Concord, CA with $330.5M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Insight Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314558, SEC 801-121420, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $330.5M (2026-02-13)
- Firm type
- Mass-Market Adviser
- Location
- Concord, CA
- Employees
- 5
- Clients
- 343
- CRD
- 314558
- Ownership
- BLODGETT, DUSTIN, JAMES; Blodgett, Dustin
How much AUM does Insight Capital Management have?
Insight Capital Management reported $330.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Insight Capital Management?
Disclosed owners and executives of Insight Capital Management include BLODGETT, DUSTIN, JAMES, Blodgett, Dustin. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.