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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-15-2014
- Office Locations
- 1
Office Locations
About Insight Investment Counsel
Insight Investment Counsel is a California-based RIA providing equity and fixed-income portfolio management (including taxable and tax-exempt mandates) alongside wealth planning and balanced portfolio construction aligned to clients’ lifestyle and legacy goals. The firm emphasizes a disciplined process and clear plan/portfolio communication, custodies with Charles Schwab, and reported SMA allocations lean heavily toward ETFs and municipal bonds.
Reported data analysis
What the numbers show
Between December 2, 2025 and March 4, 2026, reported AUM increased 6.8%, from $230.0M to $245.7M.
Across 5 reported observations, AUM increased 76.8% between March 25, 2022 and March 4, 2026, from $139.0M to $245.7M.
Of the latest reported AUM, 98.5% is discretionary and 1.5% is non-discretionary.
The firm reports 2 advisory representatives and 92 clients, or 46 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 4, 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
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Insight Investment Counsel record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RUSSELL KARTUB
Chief Compliance Officer, Managing Member, President
- CRD
- #2555420
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOANNE JUNKO NISHIYAMA
Vice President
- CRD
- #3157715
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,959,725 | $1,080,177 |
| Non-Discretionary | $3,774,742 | $943,686 |
| Total | $245,734,467 | $1,077,783 |
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Separately Managed Accounts
SMA allocation detail is available
Insight Investment Counsel has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Insight Investment Counsel's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.