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- Custodian
- Charles Schwab & Company · LPL Financial · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-15-2022
- Office Locations
- 1
Office Locations
About Insignia Wealth Advisory
Insignia Wealth Advisory is an independent, fee-only fiduciary RIA in Opelika, AL offering comprehensive financial planning and investment management, including retirement, education funding, estate planning, and small business solutions. The firm emphasizes a client-first, transparent planning process and serves clients such as business owners and athletes, with portfolios focused on asset allocation using vehicles like mutual funds and ETFs, including socially responsible/ESG approaches. Clients access accounts via Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
Laurel Jackson Buckalew
Chief Compliance Officer, Chief Executive Officer, Managing Director, President
- CRD
- #6481297
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,767,203 | -- |
| Non-Discretionary | $15,947,075 | -- |
| Total | $22,714,278 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,714,278
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,030,750,713 | 22.6% |
| Cash | $1,185,819,404 | 26.0% |
| Equity - Exchange | $1,062,676,620 | 23.3% |
| Municipal Bonds | $1,281,597,125 | 28.1% |
| Total | $4,560,843,862 | 100.0% |