RIA Intel›Advisers›Oregon›INSIGHT INVESTMENT SOLUTIONS, LLC

INSIGHT INVESTMENT SOLUTIONS, LLC

Advisory

EUGENE, OR

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

Average account

$348K

across 101 accounts

AUM per adviser

$35M

1 advisers

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

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$35M

Discretionary AUM$35M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients45

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

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

45 clients

5 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 OR

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

INSIGHT FINANCIAL, INC.

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COLLECTIVE WEALTH PLANNING, LLC

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GRADOW CAPITAL MANAGEMENT, LLC

LAKE OSWEGO, OR

$34M

VINTAGE ASSET MANAGEMENT, LLC

$34M

RED SKY FINANCIAL PLANNING, LLC

$37M

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