INSIGHT FOLIOS INC
DBA: INSIGHT FOLIOS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $331.3M |
| Discretionary | $331.3M100% of AUM |
| Client Accounts | 2,223 |
| Avg Account Size | $149K |
| Employees | 15 |
| Peak AUM | $341.4MMar 2025 |
| AUM CAGR | +19.6% /yrover 7 yrs · 52 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $331M | 3.0% | +8.8% | +16.8% | |
| Discretionary AUM | $331M | ||||
Key Metrics
| Total AUM | $331.3M |
| Discretionary | $331.3M |
| Employees | 15 |
| Client Accounts | 2223 |
| Client Range | More than 500 |
Contact & Location
Address
10800 SIKES PLACE
CHARLOTTE NC 28277
Phone
(704) 529-9500
Filing History
52 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$331M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Pension Consultant