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INSIGHT SECURITIES, INC.

HIGHLAND PARK, IL · CRD 5611 · IAPD ↗ · insightamericas.net · 224-632-4700

$4.4MRegulatory AUM
14Advisory reps
25Employees
0Clients
0Planning clients
0Private funds
36States
7Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — INSIGHT SECURITIES, INC. reported RAUM down 95% ($94.2M -> $4.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
December 2025 — INSIGHT SECURITIES, INC. reported RAUM down 36% ($147.7M -> $94.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
69
December 2025 — INSIGHT SECURITIES, INC. grew from 10 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
June 2024 — INSIGHT SECURITIES, INC.'s Item 11 disclosure-reporting entries rose by 2 (5 -> 7).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

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