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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail and Institutional
- Platforms
- Pioneer crestEagle
- Established Date
- 08-01-2013
- Office Locations
- 3
Office Locations
About Insight Advisors, LLC
Insight Advisors is a Newtown, PA wealth management firm providing financial planning and ongoing investment oversight. The team builds goal-based roadmaps, uses sophisticated risk-management techniques typically reserved for institutional investors, and may partner with outside investment managers and specialized products. A differentiator is in-house ghostwriting support to help clients articulate strategic objectives. Portfolios often use ETFs and mutual funds; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS JOSEPH MCINERNEY
Financial Advisor, General Partner, Managing Member
- CRD
- #711975
- Ownership
- 75% or more
ALEXANDER EDWARD BUTTERS
Chief Compliance Officer
- CRD
- #5597638
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KEITH LEE BECKER
Financial Advisor, General Partner
- CRD
- #1676269
BRUCE THOMAS BROLLE
Wealth Advisor
- CRD
- #2171981
Delta insight
Beacon harbor peak
- CRD
- #29992
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $782,345,337 | $316,099 |
| Non-Discretionary | $3,304,663 | $275,389 |
| Total | $785,650,000 | $315,903 |
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Separately Managed Accounts
Total SMA Asset: $785,650,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,545,310,583 | 21.6% |
| Equity - Exchange | $837,043,232 | 11.7% |
| U.S. Government/Agency | $2,375,199,599 | 33.2% |
| Cash | $2,396,662,246 | 33.5% |
| Total | $7,154,215,660 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM MATRIX | EMBER FRONTIER | CDYC9GJTZ | FRIO | 11.47% | $34,322,620 |
| RIDGE UNISON | FOCUS GLACIER | C1QWPFD1H | QYHEX | 2.29% | $59,172,632 |
| NORTH VALUE HORIZON | VECTOR BEACON | 71V84JV1H | JDZ | 6.92% | $91,001,188 |
| ALPHA SIGNAL | DELTA MOMENTUM | HR9P42WV8 | WODYS | 8.90% | $112,053,051 |
| VERTEX TIMBER | PRIME PEAK | UUWQGOTQP | PXKL | 3.99% | $43,941,956 |
| MOMENTUM PRIME WAVE | ELEMENT RADIAL | 8HTKI6NX3 | RKBO | 1.94% | $78,512,283 |
| GLACIER VITAL WAVE | RADIAL OAK | DQ07BFQM8 | INLQJ | 1.71% | $90,384,759 |
| CATALYST CREST MATRIX | PIONEER CAPITAL | S24K6OISK | TXP | 8.02% | $26,344,764 |