CRD: 147518
Insight Financial Services
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-29-2008
- Office Locations
- 1
Office Locations
About Insight Financial Services
Insight Financial Services is a Overland Park-based RIA. The firm has been operating for 17 years. Managing $213.8M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
LAWRENCE WILLIAM BROXTERMAN
Chief Compliance Officer
- CRD
- #4332808
- Ownership
- Less than 5%
DAVID GREGORY PACER
Chief Executive Officer, Owner, Partner, President
- CRD
- #4223183
- Ownership
- Less than 5%
Prime bridge
Wave oak summit
- CRD
- #91179
- Ownership
- 19.0%
Showing 2 of 3 owners & executives
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GREGORY JOSEPH KEAL
--
- CRD
- #1304375
PEDRO ANTONIO MARTINEZ
Financial Advisor, MBA
- CRD
- #2557989
Summit harbor
Summit element
- CRD
- #39609
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $213,822,204 | $236,268 |
| Non-Discretionary | $0 | -- |
| Total | $213,822,204 | $236,268 |
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Separately Managed Accounts
Total SMA Asset: $213,822,204
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $146,324,862 | 16.3% |
| Cash | $315,989,886 | 35.2% |
| Equity - Exchange | $254,048,687 | 28.3% |
| Other | $181,335,104 | 20.2% |
| Total | $897,698,539 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST MATRIX VERTEX | OPTIMA EMBER | K6TR1Z0VK | TLB | 1.26% | $100,038,041 |
| OAK BEACON | DELTA GLACIER | 5360D5VM8 | HVE | 11.06% | $84,203,598 |
| VECTOR FRONTIER RADIAL | WAVE RIDGE | A4UY88T14 | BYRWC | 4.49% | $100,290,923 |
| EAGLE FOUNDATION | FRONTIER TIMBER | DA3J1DVY8 | EWAG | 0.82% | $52,318,928 |
| QUANTUM VERTEX FRONTIER | BRIDGE PRIME | MYTEU7X0A | HKI | 9.41% | $14,152,212 |
| ALPHA GLACIER GLACIER | HARBOR MOMENTUM | Z337J7JCD | TVEJV | 4.03% | $77,992,017 |
| OPTIMA BRIDGE | VITAL PRIME | SAR709UD1 | XHXRZ | 1.92% | $55,001,146 |
| GLACIER ALPHA VITAL | LEGACY ZENITH | NA7LG4QMU | YNHES | 12.16% | $41,963,828 |