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INSIGHT CAPITAL MANAGEMENT

CONCORD, CA · CRD 314558 · IAPD ↗ · 925-362-9571

$330.5MRegulatory AUM
4Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — INSIGHT CAPITAL MANAGEMENT reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
48
August 2025 — INSIGHT CAPITAL MANAGEMENT moved its main office from SAN RAMON, CA to CONCORD, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
63
April 2024 — INSIGHT CAPITAL MANAGEMENT reported RAUM up 28% ($220.6M -> $281.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — INSIGHT CAPITAL MANAGEMENT grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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