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INSIGHT CAPITAL MANAGEMENT
DUSTIN BLODGETT INSIGHT CAPITAL, LLC
CRD 314558 · SEC 801-121420
1390 WILLOW PASS ROAD, SUITE 960, CONCORD, CA, 94520, United States
Phone
925-362-9571
Fax
925-362-9577
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$330.5M
Discretionary AUM
$330.5M
Team
5 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $71.5M |
| High net worth individuals | 143 | $259.0M |
States served
CA, WA, TX
Official SEC filing: View on IAPD