INSIGHT FOLIOS INC

INSIGHT FOLIOS INC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 174411). Regulatory assets under management: $331.3M.

Registration

• CRD: 174411
• SEC file number: 801-117138
• Type: Registered investment adviser
• Location: 10800 SIKES PLACE, SUITE 110, CHARLOTTE, NC, 28277
• Phone: (704) 529-9500
• Latest filing: 2026-03-19
• Regulatory AUM: $331.3M
• Discretionary AUM: $331.3M
• Clients: 15
• Accounts: 2,223

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174411 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search