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GLOBAL INSIGHT ADVISORS, LLC

Advisory

DE

Data as of Jun 18, 2026 · Source: SEC Form ADV

Average account
$306K
across 117 accounts
AUM per adviser
$12M
3 advisers

Source: SEC Form ADV. Figures as filed Jun 18, 2026.

Total AUM
$36M
Discretionary %
63.7%
Clients
46
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$36M
Discretionary AUM$23M
Non-Discretionary AUM$13M
Discretionary %63.7%
Total Clients46
Team
Total Employees4
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

BREAKWATER WEALTH MANAGEMENT, LLC
$36M
TSL INVESTMENT MANAGEMENT, LLC
$36M
+12.3% 1Y
CAPORASO ALBERT A & ASSOCIATES INC.
$36M
-9.4% 1Y
BLACK DIAMOND FINANCIAL PLANNING, LLC
$36M
HARNETT INVESTMENT ADVISERS LLC
$35M
TOBIN INVESTMENT PLANNING LLC
$35M

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