RIA Intel›Advisers›North Carolina›INSIGHT FOLIOS INC

INSIGHT FOLIOS INC

Advisory

N·CHARLOTTE, NC

Data as of Feb 23, 2026 · Source: SEC Form ADV

Total AUM

$331M

1-Year AUM Growth

0.0%

3-Year CAGR

+21.9%

Employees

15

Assets Under Management

Total AUM$331M

Discretionary AUM$331M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1,254

Team

Total Employees15

Investment Advisers15

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record40

First FilingJul 9, 2019

Latest FilingFeb 23, 2026

🔒 Full AUM trend chart and 40 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on INSIGHT FOLIOS INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.