RIA Intel›Advisers›Florida›INSIGHT FAMILY FINANCIAL, LLC

INSIGHT FAMILY FINANCIAL, LLC

Advisory

SARASOTA, FL

Data as of Aug 10, 2026 · Source: SEC Form ADV

Rank in FL

#2,418

of 2,610 advisers by AUM

Average account

$121K

across 23 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$500

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, FL, 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

23 clients

2 high-net-worth

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

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

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MEDINA CAPITAL ADVISORS, LLC

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