I
$11.6M Total AUM
$11.6M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-04-2004
- Office Locations
- 1
Office Locations
-- Dickinson ND
About INS Capital Management, LLC
INS Capital Management is a Dickinson, ND-based RIA providing consultation, implementation, and reporting around personalized investment advice, portfolio construction, and financial planning. The firm serves retail clients, including entrepreneurs, using ETF- and mutual-fund-based asset allocation and related insurance/annuity planning when appropriate. Custody relationships include Schwab and TD Ameritrade.
Team overview
56 AVG AGE
$11.6M AVG AUM / ADVISOR
$680.7K AVG AUM / CLIENT
22.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
North
Client Personas
Catalyst
Investment Themes
Capital zenith Summit Beacon Pathway glacier
Investment Vehicles
Eagle Catalyst meridian
Services
Insight Ridge Unison glacier
Owner & Executives
P
PAUL EDWARD DICKEY
Chief Compliance Officer, President
- CRD
- #2441853
- Ownership
- 75% or more
(785) 869-2385
atlas.harbor@catalystcapital.com
in linkedin.com/in/ember-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,572,634 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,572,634 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,572,634
Equity - Exchange:
69.6% Other:
14.9% Cash:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,131,915,242 | 69.6% |
| Other | $456,401,395 | 14.9% |
| Cash | $474,779,975 | 15.5% |
| Total | $3,063,096,612 | 100.0% |