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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-07-2021
- Office Locations
- 2
Office Locations
About Insight Capital Management
Sustainable Insight Capital Management (SICM) is an institutional equity manager running disciplined, systematic long-only strategies across U.S. and international markets for asset owners. The firm offers active mandates including global, growth, and impact equity, and partners with asset owners/managers to customize products for ESG and long-term objectives. Its US Impact Equity portfolio is co-managed with ESG data provider Impact-Cubed.
Reported data analysis
What the numbers show
Between September 23, 2025 and February 13, 2026, reported AUM increased 1.6%, from $325.4M to $330.5M.
Across 5 reported observations, AUM increased 56.9% between March 17, 2022 and February 13, 2026, from $210.7M to $330.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 343 clients, or 85.8 clients per representative. That equates to $963.6K in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Dustin Blodgett
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5953002
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Scott Alan Berg
Financial Advisor
- CRD
- #1053783
Michael Ramon Chapman
--
- CRD
- #8013203
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $330,500,000 | $374,292 |
| Non-Discretionary | $0 | -- |
| Total | $330,500,000 | $374,292 |
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Separately Managed Accounts
SMA allocation detail is available
Insight Capital Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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