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INSIGHT SECURITIES, INC.
CRD 5611File 801-12999
APPROVED
Retail clients
Disclosure events
Filing as of Oct 14, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$94.2M
Bottom 25% of cohort (national)
Discretionary AUM
$94.2M
Clients
48
48 accounts
Employees
25
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 25, 1977
- Principal office
- 600 CENTRAL AVE., SUITE 293, HIGHLAND PARK, IL, 60035
- Phone
- 224-632-4700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $94.2M
- Discretionary AUM
- $94.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 48
- Non-discretionary accounts
- 0
- Total accounts
- 48
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $55.7M |
| High net worth individuals | 11 | $31.2M |
| Individuals (other than high net worth individuals) | 18 | $7.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- 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- Q11
- Q11C2
- Q11C5
- Q11E2
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.