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INSIGHT FOLIOS

CHARLOTTE, NC · CRD 174411 · IAPD ↗ · dursocapital.com · (704) 529-9500

$331.3MRegulatory AUM
15Advisory reps
15Employees
34Clients
More than 500Planning clients
0Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — INSIGHT FOLIOS reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
December 2025 — INSIGHT FOLIOS notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
May 2025 — INSIGHT FOLIOS notice-filed in AL, LA, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2024 — INSIGHT FOLIOS notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
November 2024 — INSIGHT FOLIOS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
November 2024 — INSIGHT FOLIOS added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
September 2024 — INSIGHT FOLIOS notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
March 2024 — INSIGHT FOLIOS notice-filed in MD, NE, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2024 — INSIGHT FOLIOS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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