$245.7M Total AUM
$242.0M Disc. AUM
24.1% 3Y CAGR
5 Employees
92 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Glacier insightRidge
- Established Date
- 08-15-2014
- Office Locations
- 1
Office Locations
330 Illinois Street EL Segundo CA
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.
Team overview
54 AVG AGE
$122.9M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
6.6 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Ridge Insight Glacier wave Glacier crest Wave radial
Client Personas
Harbor beacon
Custodian
Capital signal Bridge unison Foundation Delta legacy Unison Unison
Investment Themes
Vital pioneer Foundation harbor
Investment Vehicles
Signal Legacy alpha
Services
Catalyst eagle Oak Quantum Prime Legacy Frontier Prime timber
Technology
Ridge Vector
Owner & Executives
R
RUSSELL KARTUB
Chief Compliance Officer, Managing Member, President
- CRD
- #2555420
- Ownership
- 75% or more
(867) 585-7889
eagle.element@momentumcapital.com
in linkedin.com/in/prime-vital
Showing 1 of 1 owners & executives
Unlock allContacts
J
JOANNE JUNKO NISHIYAMA
--
- CRD
- #3157715
(646) 321-6962
alpha.vector@catalystcapital.com
in linkedin.com/in/momentum-ridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $245,734,467
Equity - Exchange:
14.8% Municipal Bonds:
11.3% Public Funds:
14.0% Cash:
23.1% U.S. Government/Agency:
21.9% Corporate - Investment Grade:
14.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $73,979,524 | 14.8% |
| Municipal Bonds | $56,484,366 | 11.3% |
| Public Funds | $69,980,630 | 14.0% |
| Cash | $115,468,040 | 23.1% |
| U.S. Government/Agency | $109,469,700 | 21.9% |
| Corporate - Investment Grade | $74,479,386 | 14.9% |
| Total | $499,861,646 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER PATHWAY FRONTIER | ALPHA VECTOR | VANT6XS55 | HZIMN | 11.62% | $16,942,362 |
| PIONEER SUMMIT OAK | TIMBER VITAL | B728XBMRH | UNF | 6.75% | $8,025,610 |
| ZENITH EAGLE | VITAL FRONTIER | GYSKH0T8I | VXM | 6.02% | $24,324,527 |
| LEGACY QUANTUM | VERTEX OAK | HC68RC730 | IOWN | 9.81% | $54,285,692 |
| HARBOR VITAL | MERIDIAN PATHWAY | 7ISKHU674 | RUK | 9.08% | $19,045,360 |
| VECTOR FUSION | PRIME MERIDIAN | KUWO2U6NO | YOUVW | 11.38% | $100,731,760 |
| TIMBER VITAL VALUE | PRIME SIGNAL | S9KHLCQK1 | EZLSI | 7.96% | $6,942,092 |
| GLACIER FOCUS LEGACY | EAGLE NORTH | 71I378I20 | LXE | 12.02% | $55,471,652 |