RIA Intel›Advisers›Colorado›INS CAPITAL MANAGEMENT, LLC

INS CAPITAL MANAGEMENT, LLC

Advisory

CO

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$305K

across 38 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, ND, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

17 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

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

GREENWOOD VILLAGE, CO

$12M

CRYSTAL CAPITAL ADVISORS, LLC

$11M

INVESTMENT FIDUCIARY PLANNERS, LLC

$12M

BOCK EVANS FINANCIAL COUNSEL, LTD

$12M

ANTUNES, ANTONIO, MARTINS

$12M

PROSPERITY INVESTMENT ADVISORS, INC.

$12M

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