# Weston Capital Insights

> Weston Capital Insights is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 310503
- Filed as: WESTON CAPITAL INSIGHTS
- Legal name: RDL Capital LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310503
- AdvisorCensus page: https://advisorcensus.com/firm/weston-capital-insights-310503

## Quick answers

**How is Weston Capital Insights compensated?**
On its Form ADV (Item 5.E, October 2026), Weston Capital Insights reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Is Weston Capital Insights registered with the SEC or a state?**
Weston Capital Insights is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 310503.

**How much does Weston Capital Insights manage?**
Weston Capital Insights reports $16,139,614 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Weston Capital Insights serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); corporations or other businesses not listed above (3); charitable organizations (2).

**Does Weston Capital Insights 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/310503

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $16,139,614
- Discretionary: $16,139,614
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 27 | $12,689,614 |
| Charitable organizations | 2 | $2,030,000 |
| Corporations or other businesses not listed above | 3 | $1,420,000 |

### 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

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

### Websites listed on Form ADV (Item 1.I)
- prospera.investments
- westonci.com
- LinkedIn @weston-capital-insights

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Weston Capital Insights (CRD 310503): Form ADV filing data as of October 2026.