$20.0M Total AUM
$20.0M Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Pacific Life · Wells Fargo
- Clients
- Retail
- Platforms
- Prime
- Established Date
- 01-29-2021
- Office Locations
- 1
Office Locations
-- Suamico WI
About Fiduciary Insight, LLC
Fiduciary Insight, LLC is an independent RIA providing investment advisory, fiduciary consulting, and retirement plan services to clients across the U.S. The firm advises high-net-worth families, endowments/foundations, and retirement plan administrators on portfolio strategy and capital preservation/growth, emphasizing objective fiduciary guidance and public fund and ETF-based allocations.
Team overview
-- AVG AGE
$20.0M AVG AUM / ADVISOR
$266.7K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Vector
Client Personas
Unison
Custodian
Catalyst capital Frontier
Investment Themes
Focus harbor Vertex delta Vital
Investment Vehicles
Frontier
Services
North Harbor glacier Matrix Delta vital Beacon fusion Alpha
Technology
Eagle horizon
Owner & Executives
D
DAVID ALAN HORN
Chief Compliance Officer, MANAGING PRINCIPAL, Owner
- CRD
- #4947707
- Ownership
- 75% or more
(335) 581-2354
signal.horizon@foundationcapital.com
in linkedin.com/in/focus-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,000,000
Public Funds:
42.3% Equity - Exchange:
22.0% U.S. Government/Agency:
35.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,414,050,867 | 42.3% |
| Equity - Exchange | $735,440,167 | 22.0% |
| U.S. Government/Agency | $1,193,418,816 | 35.7% |
| Total | $3,342,909,850 | 100.0% |