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INSIGHT FOLIOS
Legal name: INSIGHT FOLIOS INC
CRD 174411File 801-117138
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$331.3M
Below cohort median (national)
Discretionary AUM
$331.3M
Clients
1,228
2,223 accounts
Employees
15
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 12, 2019
- Principal office
- 10800 SIKES PLACE, SUITE 110, CHARLOTTE, NC, 28277
- Phone
- (704) 529-9500
- Website
- HTTP://WWW.INSIGHTFOLIOS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $331.3M
- Discretionary AUM
- $331.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,223
- Non-discretionary accounts
- 0
- Total accounts
- 2,223
- AUM per client
- $270K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $116.5M |
| Individuals (other than high net worth individuals) | 1,155 | $214.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 1,254 | 1,228 | decreased by26 |
| Mar 1, 2026 | AUM | $341,383,271 | $331,267,908 | decreased by$10,115,363 |
| Mar 1, 2026 | Accounts | 2,163 | 2,223 | increased by60 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 15 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 597 | 1,254 | increased by657 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $242,630,558 | $341,383,271 | increased by$98,752,713 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,276 | 2,163 | increased by887 |
| Sep 1, 2022 | Employees | 14 | 13 | decreased by1 |
| Jul 1, 2022 | Employees | 15 | 14 | decreased by1 |
| Mar 1, 2022 | Clients | 387 | 597 | increased by210 |
| Mar 1, 2022 | AUM | $152,596,619 | $242,630,558 | increased by$90,033,939 |
| Mar 1, 2022 | Accounts | 872 | 1,276 | increased by404 |
| Jul 1, 2021 | Employees | 12 | 15 | increased by3 |
| May 1, 2021 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INSIGHT FOLIOS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INSIGHT FOLIOS” may also match similarly-named firms). Confirm identity against each filing.
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.