# Insights Investments

> Insights Investments is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 309727
- Filed as: INSIGHTS INVESTMENTS
- Legal name: Insights Investments LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309727
- AdvisorCensus page: https://advisorcensus.com/firm/insights-investments-palo-alto-ca-309727

## Quick answers

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

**Where is Insights Investments located?**
Insights Investments' principal office is in Palo Alto, CA, according to its Form ADV.

**Is Insights Investments registered with the SEC or a state?**
Insights Investments is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309727.

**How much does Insights Investments manage?**
Insights Investments reports $45,754,019 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (0% discretionary).

**How have Insights Investments' assets and staff changed since 2021?**
In the Form ADV data for Insights Investments: Regulatory assets under management: $6,028,784 in the October 2021 data and $45,754,019 in the October 2026 data, up 659%. 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.

**What types of clients does Insights Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33,896).

**Which custodians does Insights Investments use?**
Insights Investments' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alpaca Securities LLC and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Insights Investments 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/309727

**Does Insights Investments state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "The Company has a minimum investment amount of $200 USD. However some brokers may require a higher minimum investment amount in order to open and maintain an account."

**What changed in Insights Investments' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $22,868,642 to $45,754,019 (+100%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: $200

> The Company has a minimum investment amount of $200 USD. However some brokers may require a higher minimum investment amount in order to open and maintain an account.

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

### Custodians (Schedule D, Section 5.K(3))
- Alpaca Securities LLC
- Interactive Brokers LLC

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: $45,754,019
- Discretionary: $0
- Non-discretionary: $45,754,019

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33,896 | $31,825,051 |
| Other investment advisers | Fewer than 5 | $7,161,146 |
| Corporations or other businesses not listed above | Fewer than 5 | $6,767,822 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- insightswm.com
- Facebook @Insights.wm
- Instagram @insights.wm
- LinkedIn @insights-investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,028,784 | 1 | March 30, 2021 |
| October 2022 | $6,716,801 | 1 | August 23, 2022 |
| October 2023 | $12,939,037 | 1 | March 29, 2023 |
| October 2024 | $19,527,521 | 1 | March 29, 2024 |
| October 2025 | $22,868,642 | 1 | March 13, 2025 |
| October 2026 | $45,754,019 | 1 | March 11, 2026 |

Regulatory assets under management: $6,028,784 in the October 2021 data and $45,754,019 in the October 2026 data, up 659%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $22,868,642 to $45,754,019 (+100%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Insights Investments (CRD 309727): Form ADV filing data as of October 2026.