Investment adviser · CRD 314558
INSIGHT CAPITAL MANAGEMENT
Investment adviser filing (IA)
DUSTIN BLODGETT INSIGHT CAPITAL, LLC
CONCORD, CA, United States · Form ADV filed Feb 13, 2026
- Regulatory AUM
- $331M Form ADV · Item 5.F
- Client accounts
- 883 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 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 | 143 | $259,000,000 | 78.4% |
| Individuals | 200 | $71,500,000 | 21.6% |
Filing source
Form ADV 2050440 · Feb 13, 2026 · 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: Feb 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
1390 WILLOW PASS ROAD, SUITE 960CONCORD, CA, 94520, United States
CRD 314558
Filing source
Form ADV 2050440 · Feb 13, 2026 · 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.