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CAPITAL INSIGHT PARTNERS, LLC

SCOTTSDALE, AZ · CRD 147165 · IAPD ↗ · cipinvest.com · 480-295-7070

$829.6MRegulatory AUM
7Advisory reps
9Employees
0Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2026 — CAPITAL INSIGHT PARTNERS, LLC (SCOTTSDALE, AZ) left the SEC roster (was $829.6M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
February 2025 — CAPITAL INSIGHT PARTNERS, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
September 2024 — CAPITAL INSIGHT PARTNERS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — CAPITAL INSIGHT PARTNERS, LLC notice-filed in GA, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.