Capital Insight Partners, LLC is a large advisory firm based in Scottsdale. It manages $324.13 million of regulatory assets for 488 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, Hawaii, Minnesota, and Texas.
Capital Insight Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and investment counseling. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capital Insight Partners, LLC is $324.13 million. The firm's AUM has grown by 890% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Capital Insight Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Capital Insight Partners is high net worth individuals with 61 clients and $155.33 million of assets under management. Among the 12 most similar advisory firms, Capital Insight Partners has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $324.13 million for 270 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Capital Insight Partners doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Capital Insight Partners, LLC performs its advisory services is located at 7328 East Deer Valley Road, Scottsdale, AZ 85255, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 480-295-7070 or by fax 480-275-3106. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at capitalinsightpartners.com.