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INSIGHT INVESTMENT COUNSEL

EL SEGUNDO, CA · CRD 172511 · IAPD ↗ · insightinv.com · 310-426-6322

$245.7MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — INSIGHT INVESTMENT COUNSEL shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
March 2025 — INSIGHT INVESTMENT COUNSEL notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2025 — INSIGHT INVESTMENT COUNSEL reported RAUM up 69% ($136.3M -> $230.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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