{ "crd_number": 109137, "slug": "insight-advisors-llc-los-angeles-ca-109137", "primary_business_name": "INSIGHT ADVISORS, LLC", "legal_name": "INSIGHT ADVISORS, LLC", "dbas": [], "city": "Los Angeles", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2014-11-25", "years_registered": 11, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 1700000.0, "raum_discretionary": 1700000.0, "raum_non_discretionary": 0.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "high_net_worth_individuals": { "raum": 0.0, "count": 0 }, "pooled_investment_vehicles": { "raum": 1700000.0, "count": 1 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://insightadvisors.co" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109137", "city_as_filed": "LOS ANGELES", "url": "https://advisorcensus.com/firm/insight-advisors-llc-los-angeles-ca-109137", "display_name": "Insight Advisors, LLC", "summary": "Insight Advisors, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Insight Advisors, LLC (CRD 109137): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Insight Advisors, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Insight Advisors, LLC reports these compensation arrangements: a percentage of assets under its management." }, { "q": "Where is Insight Advisors, LLC located?", "a": "Insight Advisors, LLC's principal office is in Los Angeles, CA, according to its Form ADV." }, { "q": "Is Insight Advisors, LLC registered with the SEC or a state?", "a": "Insight Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 109137." }, { "q": "How much does Insight Advisors, LLC manage?", "a": "Insight Advisors, LLC reports $1,700,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Insight Advisors, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Insight Advisors, LLC: Regulatory assets under management: $2,000,000 in the October 2021 data and $1,700,000 in the October 2026 data, down 15%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Insight Advisors, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)." }, { "q": "Does Insight Advisors, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109137" }, { "q": "What changed in Insight Advisors, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $2,300,000 to $1,700,000 (-26%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 2000000.0, "total_employees": 1, "filing_date": "2021-06-01" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2800000.0, "total_employees": 1, "filing_date": "2022-06-15" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2300000.0, "total_employees": 1, "filing_date": "2023-04-03" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2300000.0, "total_employees": 1, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2300000.0, "total_employees": 1, "filing_date": "2025-03-20" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1700000.0, "total_employees": 1, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $2,300,000 to $1,700,000 (-26%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/insight-advisors-llc-los-angeles-ca-109137.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 1, "fewer_than_5": false, "raum": 1700000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109137", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }