INSIGHT CAPITAL MANAGEMENT

Legal name: DUSTIN BLODGETT INSIGHT CAPITAL, LLC

CRD 314558File 801-121420

APPROVED

Retail clients

Filing as of Feb 13, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$330.5M

Below cohort median (national)

Discretionary AUM

$330.5M

Clients

343

883 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jun 7, 2021
Principal office: 1390 WILLOW PASS ROAD, SUITE 960, CONCORD, CA, 94520
Phone: 925-362-9571
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $330.5M
Discretionary AUM: $330.5M
Non-discretionary AUM: $0
Discretionary accounts: 883
Non-discretionary accounts: 0
Total accounts: 883
AUM per client: $964K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	143	$259.0M
Individuals (other than high net worth individuals)	200	$71.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for 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 11

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

Filed changes

Date	Field	From	To	Change
Mar 1, 2026	Clients	374	343	decreased by31
Mar 1, 2026	AUM	$325,440,000	$330,500,000	increased by$5,060,000
Mar 1, 2026	Accounts	920	883	decreased by37
May 1, 2025 vs Oct 1, 2022	Employees	3	5	increased by2
May 1, 2025 vs Oct 1, 2022	Clients	306	374	increased by68
May 1, 2025 vs Oct 1, 2022	AUM	$210,667,620	$325,440,000	increased by$114,772,380
May 1, 2025 vs Oct 1, 2022	Accounts	549	920	increased by371
Apr 1, 2022	Clients	321	306	decreased by15
Apr 1, 2022	AUM	$198,999,702	$210,667,620	increased by$11,667,918
Apr 1, 2022	Accounts	592	549	decreased by43
Nov 1, 2021	Registration	APPROVED-120	APPROVED
Nov 1, 2021	Clients	0	321	increased by321
Nov 1, 2021	AUM	$0	$198,999,702	increased by$198,999,702
Nov 1, 2021	Accounts	0	592	increased by592
Jul 1, 2021	Registration	—	APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “INSIGHT CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INSIGHT CAPITAL” 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.