Investment adviser · CRD 147165
CAPITAL INSIGHT PARTNERS, LLC
Investment adviser filing (IA)
SCOTTSDALE, AZ, United States · Form ADV filed Apr 1, 2025
- Regulatory AUM
- $830M Form ADV · Item 5.F
- Client accounts
- 993 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 175 | $519,599,534 | 62.6% |
| Retirement plans | 35 | $148,870,136 | 17.9% |
| Individuals | 250 | $96,988,762 | 11.7% |
| Investment companies | 1 | $64,171,945 | 7.7% |
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
| Charities | Fewer than 5 | Not reported | Not reported |
| Government entities | Fewer than 5 | Not reported | Not reported |
| Other investment advisers | Fewer than 5 | Not reported | Not reported |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | Not reported | Not reported |
| Corporations & businesses | Fewer than 5 | Not reported | Not reported |
| Other clients | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1975120 · Apr 1, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 1, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7328 EAST DEER VALLEY ROAD, SUITE 105SCOTTSDALE, AZ, 85255, United States
CRD 147165
Filing source
Form ADV 1975120 · Apr 1, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.