$331.3M Total AUM
$331.3M Disc. AUM
9.1% 3Y CAGR
15 Employees
1,262 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Security Benefit
- Clients
- Retail
- Platforms
- Momentum harborGlacier vertex
- Established Date
- 03-27-2015
- Office Locations
- 11
Office Locations
105 W 3RD PO BOX 658 Pinconning MI
10800 Sikes Place Suite 110 Charlotte NC
18001 N 79th AVE #A15 Glendale AZ
About Insight Folios
Insight Folios is a Charlotte-based, SEC-registered RIA providing fee-based financial planning and investment advisory services for individuals and families, with a retirement-income process centered on dividend investing and testing income strategies. Clients access accounts via Schwab Alliance at Charles Schwab, and the firm publishes an Education Center with regular portfolio/market updates.
Team overview
55 AVG AGE
$22.1M AVG AUM / ADVISOR
$262.5K AVG AUM / CLIENT
4.6 yrs AVG TENURE
15 Employees
15 Advisory Reps
15 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Wave north Glacier Crest alpha Element signal Value element Atlas eagle North timber Signal
Custodian
Horizon Ember Capital Pioneer timber Quantum Focus beacon
Investment Themes
Insight Frontier atlas Quantum summit North Momentum Peak foundation Optima pioneer
Investment Vehicles
Glacier Wave
Services
Timber frontier Summit summit Pathway glacier Vertex delta Insight Insight foundation Wave Eagle ridge Insight Fusion insight
Technology
Fusion prime Capital element
Owner & Executives
PAUL LEONARD DURSO
President
- CRD
- #4416551
- Ownership
- 75% or more
(505) 416-7047
radial.radial@foundationcapital.com
in linkedin.com/in/capital-frontier
B
BRYAN RICHARD DUSTMAN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(842) 287-9811
optima.vector@primecapital.com
in linkedin.com/in/ridge-delta
Showing 2 of 2 owners & executives
Unlock allContacts
S
Sterling Douglas Alexander
--
- CRD
- #8120168
(651) 765-2181
focus.atlas@insightcapital.com
in linkedin.com/in/atlas-summit
CHARLES BUDDY BOWERS JR.
Chief Compliance Officer
- CRD
- #5882018
(770) 721-7020
capital.zenith@valuecapital.com
in linkedin.com/in/matrix-pathway
G
Glacier peak
Meridian fusion
- CRD
- #81255
(880) 971-4099
bridge.insight@capitalcapital.com
in linkedin.com/in/frontier-zenith
Showing 2 of 21 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $331,267,908 | $149,018 |
| Non-Discretionary | $0 | -- |
| Total | $331,267,908 | $149,018 |
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Separately Managed Accounts
Total SMA Asset: $331,267,908
Equity - Exchange:
19.5% Cash:
36.6% Public Funds:
43.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $712,230,212 | 19.5% |
| Cash | $1,336,801,321 | 36.6% |
| Public Funds | $1,603,431,092 | 43.9% |
| Total | $3,652,462,625 | 100.0% |
13F Holdings | Q3 2024
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX PIONEER TIMBER | CATALYST FOCUS | OGNLW0ZZC | BUMZ | 0.72% | $100,315,885 |
| ATLAS MATRIX MATRIX | FOCUS OPTIMA | J92T10MMO | EYTA | 7.94% | $37,900,980 |
| HARBOR RIDGE CAPITAL | GLACIER HARBOR | 04BH116OY | QMP | 0.69% | $7,543,021 |
| ATLAS VECTOR | EMBER MATRIX | 2Q87SRJUM | KOTDD | 5.73% | $108,288,791 |
| RIDGE EAGLE EAGLE | BEACON INSIGHT | ROE7PSKHQ | AERP | 2.90% | $91,314,862 |
| ATLAS CATALYST RADIAL | DELTA UNISON | 0ASAF8IRP | VSS | 3.38% | $76,376,806 |
| NORTH ATLAS | FOCUS TIMBER | PAWE1KRE1 | PYH | 2.19% | $90,246,121 |
| VALUE PRIME | EMBER DELTA | FBE8M21R3 | NJER | 3.01% | $43,346,091 |