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

INSIGHT FINANCIAL, INC.

Advisory

TIGARD, OR

Data as of Mar 13, 2026 · Source: SEC Form ADV

Average account

$325K

across 109 accounts

AUM per adviser

$18M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$35M

Discretionary AUM$12M

Non-Discretionary AUM$23M

Discretionary %35%

Total Clients65

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOR, WA

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

65 clients

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

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Advisers of similar size in OR

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

INSIGHT INVESTMENT SOLUTIONS, LLC

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BURNSIDE AND CO.

OREGON CITY, OR

$35M

RED SKY FINANCIAL PLANNING, LLC

$37M

GRADOW CAPITAL MANAGEMENT, LLC

LAKE OSWEGO, OR

$34M

VINTAGE ASSET MANAGEMENT, LLC

$34M

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