firm profile
Insight Capital Management
Overview
Insight Capital Management is an SEC registered investment adviser based in Concord, CA, registered since 2021. It reports $331M in assets under management across 883 accounts, with 5 employees. It has 4 investment adviser representatives.
- Reported AUM
- $331M
- Discretionary
- 100%
- Accounts
- 883
- Average account
- $374K
- Employees
- 5
- Advisory reps
- 4
- Registered since
- 2021
- Jurisdictions
- 3
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 1 of 1
- Dustin James Blodgett Chief Compliance Officer, Owner, Managing Member CRD 5953002
Advisory reps 3 of 4
- Scott Alan Berg Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1053783
- Dustin Blodgett Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5953002
- Michael Ramon Chapman Investment Adviser Rep CRD 8013203
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 1390 Willow Pass Rd Ste 960
Concord, CA 94520 - County
- Contra Costa
- Metro area
- San Francisco-Oakland-Berkeley, CA
- Region
- West
Registrations
- SEC registered
- Registered in 3 jurisdictions
Every state, with registration dates
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