# Insight Investment Counsel

> Insight Investment Counsel is an SEC-registered investment advisory firm in El Segundo, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 172511
- Filed as: INSIGHT INVESTMENT COUNSEL
- Legal name: Insight INV LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: El Segundo, CA
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172511
- AdvisorCensus page: https://advisorcensus.com/firm/insight-investment-counsel-el-segundo-ca-172511

## Quick answers

**How is Insight Investment Counsel compensated?**
On its Form ADV (Item 5.E, October 2026), Insight Investment Counsel reports these compensation arrangements: a percentage of assets under its management.

**Where is Insight Investment Counsel located?**
Insight Investment Counsel's principal office is in El Segundo, CA, according to its Form ADV.

**Is Insight Investment Counsel registered with the SEC or a state?**
Insight Investment Counsel is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 172511.

**How much does Insight Investment Counsel manage?**
Insight Investment Counsel reports $245,734,467 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (98% discretionary).

**How have Insight Investment Counsel's assets and staff changed since 2021?**
In the Form ADV data for Insight Investment Counsel: Regulatory assets under management: $120,689,207 in the October 2021 data and $245,734,467 in the October 2026 data, up 104%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Insight Investment Counsel serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (59); individuals (other than high net worth individuals) (33).

**Which custodians does Insight Investment Counsel use?**
Insight Investment Counsel's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Insight Investment Counsel report any disciplinary disclosures?**
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/172511

**Does Insight Investment Counsel state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "A minimum of $1,000,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances."

**What changed in Insight Investment Counsel's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 2.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> A minimum of $1,000,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $245,734,467
- Discretionary: $241,959,725
- Non-discretionary: $3,774,742

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $12,722,386 |
| High net worth individuals | 59 | $233,012,081 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- insightinv.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $120,689,207 | 4 | May 19, 2021 |
| October 2022 | $138,981,488 | 3 | March 25, 2022 |
| October 2023 | $131,049,097 | 3 | March 22, 2023 |
| October 2024 | $136,338,198 | 4 | June 9, 2024 |
| October 2025 | $230,003,057 | 5 | February 18, 2025 |
| October 2026 | $245,734,467 | 5 | March 4, 2026 |

Regulatory assets under management: $120,689,207 in the October 2021 data and $245,734,467 in the October 2026 data, up 104%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Insight Investment Counsel (CRD 172511): Form ADV filing data as of October 2026.