AZA CAPITAL MANAGEMENT

Legal name: INSIGHT 2811 INC

CRD 109784File 801-54428

APPROVED

Retail clients

Custody

Filing as of Mar 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$339.6M

Below cohort median (national)

Discretionary AUM

$334.9M

Non-discretionary $4.7M

Clients

345

839 accounts

Employees

Below cohort median in IL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: May 12, 1997
Principal office: 141 W JACKSON BLVD, SUITE 3332, CHICAGO, IL, 60604
Phone: 312-429-0880
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/AZA-CAPITAL-MANAGEMENT

Assets & accounts

ADV Item 5F

Total regulatory AUM: $339.6M
Discretionary AUM: $334.9M
Non-discretionary AUM: $4.7M
Discretionary accounts: 826
Non-discretionary accounts: 13
Total accounts: 839
AUM per client: $984K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$3.2M
Charitable organizations	Fewer than 5	$424K
Other investment advisers	Fewer than 5	$353K
High net worth individuals	105	$234.4M
Pension and profit sharing plans	8	$27.7M
Individuals (other than high net worth individuals)	226	$73.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.