RIA Intel›Advisers›Virginia›INSIGHT FINANCIAL, INC.

INSIGHT FINANCIAL, INC.

Advisory

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account

$1M

across 18 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InVA

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

16 clients

15 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 VA

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

SBM FINANCIAL, LLC

VIENNA, VA

$26M

-5.8% 1Y

INVESTMENT INITIATIVES, LLC

$26M

VIRGINIA GLOBAL ASSET MANAGEMENT, LLC

NORFOLK, VA

$26M

CONTINUUM WEALTH STRATEGIES, LLC

$26M

NICOLETTE FINANCIAL ADVISORS LLC

$26M

T/R FINANCIAL MANAGEMENT GROUP, LLC

$26M

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