RIA Intel›Advisers›Colorado›INSIGHT, CORP.

INSIGHT, CORP.

Advisory

BOULDER, CO

Data as of Apr 6, 2026 · Source: SEC Form ADV

Rank in CO

#529

of 720 advisers by AUM

Average account

$224K

across 441 accounts

AUM per adviser

$33M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

Total AUM

$99M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$99M

Discretionary AUM$89M

Non-Discretionary AUM$10M

Discretionary %89.6%

Total Clients116

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, 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

116 clients

27 high-net-worth

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

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