# Insight Asset Management

> Insight Asset Management is a state-registered investment advisory firm, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 128926
- Filed as: INSIGHT ASSET MANAGEMENT
- Legal name: Insight Asset Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128926
- AdvisorCensus page: https://advisorcensus.com/firm/insight-asset-management-128926

## Quick answers

**How is Insight Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Insight Asset Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Insight Asset Management registered with the SEC or a state?**
Insight Asset Management is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 128926.

**How much does Insight Asset Management manage?**
Insight Asset Management reports $15,166,876 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (96% discretionary).

**What types of clients does Insight Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); other (8); high net worth individuals (1).

**Does Insight Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128926

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $15,166,876
- Discretionary: $14,630,726
- Non-discretionary: $536,150

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $4,808,207 |
| High net worth individuals | 1 | $4,340,440 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |
| Other | 8 | $6,018,229 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- insight-asset-management-llc.blogspot.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Insight Asset Management (CRD 128926): Form ADV filing data as of October 2026.