# FINANCIAL INSIGHTS INC

FINANCIAL INSIGHTS INC of TACOMA, WA is an SEC-registered investment adviser.

## Registration

- CRD: 108797
- Type: SEC-registered investment adviser
- SEC file number: 801-21624
- Location: 1551 BROADWAY, SUITE 600, TACOMA, WA, 98402
- Phone: (253) 627-6010
- Latest filing: 2026-06-02
- Regulatory AUM: $746.7M
- Discretionary AUM: $708.5M
- Non-discretionary AUM: $38.3M
- Clients: 16
- Accounts: 768

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Dorothy Anne Lewis | FOUNDER | — |
| Alexandria Anne Kemp | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Daniel Joseph Mccaffrey | SENIOR PORTFOLIO MANAGER; SR. PORTFOLIO MANAGER | — |
| Jordan Ford | CHIEF COMPLIANCE OFFICER & DIRECTOR OF BUSINESS OPERATIONS | — |
| LEWIS DOROTHY ANNE | CEO & FOUNDER; FOUNDER; PRESIDENT (+2 more) | — |
| LANG TERRY LYNN | CHIEF COMPLIANCE OFFICER | — |
| LANG TERRY L | CHIEF COMPLIANCE OFFICER | — |
| MULLENAX MARILYN ANN | CHIEF COMPLIANCE OFFICER | — |
| CRISS ALEXANDRIA A | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER; CHIEF EXECUTIVE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Babbitt Brian Arthur | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Kemp Alexandria Anne | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Alan Han Hensley | VICE PRESIDENT & WEALTH ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108797/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108797/similar
- Related entities: https://search.stillhousedata.com/firm/108797/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108797

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.