# Insight, Corp.

> Insight, Corp. is a state-registered investment advisory firm in Boulder, CO, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.

- CRD: 311445
- Filed as: INSIGHT, CORP.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311445
- AdvisorCensus page: https://advisorcensus.com/firm/insight-corp-boulder-co-311445

## Quick answers

**How is Insight, Corp. compensated?**
On its Form ADV (Item 5.E, October 2026), Insight, Corp. reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**Where is Insight, Corp. located?**
Insight, Corp.'s principal office is in Boulder, CO, according to its Form ADV.

**Is Insight, Corp. registered with the SEC or a state?**
Insight, Corp. is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311445.

**How much does Insight, Corp. manage?**
Insight, Corp. reports $98,960,012 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (90% discretionary).

**What types of clients does Insight, Corp. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (88); high net worth individuals (27); corporations or other businesses not listed above (1).

**Does Insight, Corp. 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/311445

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $98,960,012
- Discretionary: $88,706,777
- Non-discretionary: $10,253,235

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $52,792,056 |
| High net worth individuals | 27 | $46,167,956 |
| Corporations or other businesses not listed above | 1 | Not reported |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investmentwithinsight.com
- Facebook @InSightFinancialPlanners
- Instagram @insight_financial_planning
- LinkedIn @insight-corp
- YouTube @insight-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Insight, Corp. (CRD 311445): Form ADV filing data as of October 2026.