CAPITAL INSIGHT PARTNERS, LLC
CRD #147165 SEC #801-69421 SCOTTSDALE, AZ 480-295-7070
SEC Registered
Total AUM
$829.6M
Discretionary
$802M
Employees
9
Clients
25
Accounts
993
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $829.6M | $802M | $27.7M | 9 | 0 |
| Mar 2025 | $829.6M | $802M | $27.7M | 10 | 0 |
| Jan 2025 | $737M | $722.1M | $14.9M | 10 | 0 |
| Oct 2024 | $737M | $722.1M | $14.9M | 10 | 0 |
| Aug 2024 | $737M | $722.1M | $14.9M | 9 | 0 |
| Jul 2024 | $737M | $722.1M | $14.9M | 9 | 0 |
| May 2024 | $737M | $722.1M | $14.9M | 10 | 0 |
| Apr 2024 | $737M | $722.1M | $14.9M | 11 | 0 |
| Mar 2024 | $737M | $722.1M | $14.9M | 11 | 0 |
| Sep 2023 | $601.1M | $599M | $2.2M | 10 | 0 |
| Apr 2023 | $601.1M | $599M | $2.2M | 10 | 0 |
| Feb 2023 | $601.1M | $599M | $2.2M | 10 | 0 |
| Nov 2022 | $735.3M | $732.6M | $2.7M | 8 | 0 |
| Oct 2022 | $735.3M | $732.6M | $2.7M | 8 | 0 |
| May 2022 | $735.3M | $732.6M | $2.7M | 9 | 0 |
| Mar 2022 | $735.3M | $732.6M | $2.7M | 9 | 0 |
| Feb 2021 | $673.1M | $664.5M | $8.6M | 9 | 0 |
| Jun 2020 | $394.8M | $393.8M | $1M | 6 | 0 |
| Feb 2020 | $394.8M | $393.8M | $1M | 6 | 0 |
| Feb 2019 | $324.1M | $323.1M | $994.8K | 6 | 0 |
| Dec 2018 | $400M | $393.4M | $6.6M | 6 | 0 |
| Jul 2018 | $400M | $393.4M | $6.6M | 6 | 0 |
| Jul 2018 | $400M | $393.4M | $6.6M | 6 | 0 |
| Jun 2018 | $400M | $393.4M | $6.6M | 7 | 0 |
| Mar 2018 | $400M | $393.4M | $6.6M | 7 | 0 |
| Jan 2018 | $373.5M | $365.4M | $8.2M | 7 | 397 |
| Nov 2017 | $373.5M | $365.4M | $8.2M | 7 | 397 |
| Aug 2017 | $373.5M | $365.4M | $8.2M | 7 | 400 |
| Apr 2017 | $373.5M | $365.4M | $8.2M | 8 | 400 |
| Mar 2017 | $373.5M | $365.4M | $8.2M | 8 | 400 |
| Mar 2017 | $373.5M | $365.4M | $8.2M | 9 | 400 |
| Sep 2016 | $322.5M | $191.9M | $130.6M | 11 | 286 |
| Apr 2016 | $322.5M | $191.9M | $130.6M | 11 | 286 |
| Jan 2016 | $322.5M | $191.9M | $130.6M | 8 | 100 |
| Jan 2015 | $157.1M | $154.9M | $2.1M | 8 | 100 |
| Aug 2014 | $138.2M | $135.8M | $2.4M | 5 | 100 |
| Jul 2014 | $138.2M | $135.8M | $2.4M | 5 | 100 |
| Mar 2014 | $138.2M | $135.8M | $2.4M | 4 | 100 |
| Feb 2014 | $138.2M | $135.8M | $2.4M | 4 | 100 |
| Jan 2014 | $138.2M | $135.8M | $2.4M | 4 | 100 |
| Mar 2013 | $97.9M | $90.2M | $7.7M | 4 | 100 |
| Jan 2013 | $97.9M | $90.2M | $7.7M | 4 | 100 |
| Mar 2012 | $90.2M | $71.2M | $19M | 1 | 26 |
| Mar 2011 | $79M | $60M | $19M | 5 | -- |
| Jun 2010 | $61.9M | $61.9M | $0 | 10 | -- |
| Jun 2010 | $61.9M | $61.9M | $0 | 10 | -- |
| Apr 2010 | $61.9M | $61.9M | $0 | 10 | -- |
| Mar 2010 | $61.9M | $61.9M | $0 | 5 | -- |
| Mar 2009 | $32.7M | $32.7M | $0 | 5 | -- |
| Feb 2009 | $32.7M | $32.7M | $0 | 5 | -- |
| Sep 2008 | $32.7M | $32.7M | $0 | 5 | -- |
DateApr 2025
Total AUM$829.6M
Discretionary$802M
Non-Disc.$27.7M
Employees9
Clients0
DateMar 2025
Total AUM$829.6M
Discretionary$802M
Non-Disc.$27.7M
Employees10
Clients0
DateJan 2025
Total AUM$737M
Discretionary$722.1M
Non-Disc.$14.9M
Employees10
Clients0
DateOct 2024
Total AUM$737M
Discretionary$722.1M
Non-Disc.$14.9M
Employees10
Clients0
DateAug 2024
Total AUM$737M
Discretionary$722.1M
Non-Disc.$14.9M
Employees9
Clients0
DateJul 2024
Total AUM$737M
Discretionary$722.1M
Non-Disc.$14.9M
Employees9
Clients0
DateMay 2024
Total AUM$737M
Discretionary$722.1M
Non-Disc.$14.9M
Employees10
Clients0
DateApr 2024
Total AUM$737M
Discretionary$722.1M
Non-Disc.$14.9M
Employees11
Clients0
DateMar 2024
Total AUM$737M
Discretionary$722.1M
Non-Disc.$14.9M
Employees11
Clients0
DateSep 2023
Total AUM$601.1M
Discretionary$599M
Non-Disc.$2.2M
Employees10
Clients0
DateApr 2023
Total AUM$601.1M
Discretionary$599M
Non-Disc.$2.2M
Employees10
Clients0
DateFeb 2023
Total AUM$601.1M
Discretionary$599M
Non-Disc.$2.2M
Employees10
Clients0
DateNov 2022
Total AUM$735.3M
Discretionary$732.6M
Non-Disc.$2.7M
Employees8
Clients0
DateOct 2022
Total AUM$735.3M
Discretionary$732.6M
Non-Disc.$2.7M
Employees8
Clients0
DateMay 2022
Total AUM$735.3M
Discretionary$732.6M
Non-Disc.$2.7M
Employees9
Clients0
DateMar 2022
Total AUM$735.3M
Discretionary$732.6M
Non-Disc.$2.7M
Employees9
Clients0
DateFeb 2021
Total AUM$673.1M
Discretionary$664.5M
Non-Disc.$8.6M
Employees9
Clients0
DateJun 2020
Total AUM$394.8M
Discretionary$393.8M
Non-Disc.$1M
Employees6
Clients0
DateFeb 2020
Total AUM$394.8M
Discretionary$393.8M
Non-Disc.$1M
Employees6
Clients0
DateFeb 2019
Total AUM$324.1M
Discretionary$323.1M
Non-Disc.$994.8K
Employees6
Clients0
DateDec 2018
Total AUM$400M
Discretionary$393.4M
Non-Disc.$6.6M
Employees6
Clients0
DateJul 2018
Total AUM$400M
Discretionary$393.4M
Non-Disc.$6.6M
Employees6
Clients0
DateJul 2018
Total AUM$400M
Discretionary$393.4M
Non-Disc.$6.6M
Employees6
Clients0
DateJun 2018
Total AUM$400M
Discretionary$393.4M
Non-Disc.$6.6M
Employees7
Clients0
DateMar 2018
Total AUM$400M
Discretionary$393.4M
Non-Disc.$6.6M
Employees7
Clients0
DateJan 2018
Total AUM$373.5M
Discretionary$365.4M
Non-Disc.$8.2M
Employees7
Clients397
DateNov 2017
Total AUM$373.5M
Discretionary$365.4M
Non-Disc.$8.2M
Employees7
Clients397
DateAug 2017
Total AUM$373.5M
Discretionary$365.4M
Non-Disc.$8.2M
Employees7
Clients400
DateApr 2017
Total AUM$373.5M
Discretionary$365.4M
Non-Disc.$8.2M
Employees8
Clients400
DateMar 2017
Total AUM$373.5M
Discretionary$365.4M
Non-Disc.$8.2M
Employees8
Clients400
DateMar 2017
Total AUM$373.5M
Discretionary$365.4M
Non-Disc.$8.2M
Employees9
Clients400
DateSep 2016
Total AUM$322.5M
Discretionary$191.9M
Non-Disc.$130.6M
Employees11
Clients286
DateApr 2016
Total AUM$322.5M
Discretionary$191.9M
Non-Disc.$130.6M
Employees11
Clients286
DateJan 2016
Total AUM$322.5M
Discretionary$191.9M
Non-Disc.$130.6M
Employees8
Clients100
DateJan 2015
Total AUM$157.1M
Discretionary$154.9M
Non-Disc.$2.1M
Employees8
Clients100
DateAug 2014
Total AUM$138.2M
Discretionary$135.8M
Non-Disc.$2.4M
Employees5
Clients100
DateJul 2014
Total AUM$138.2M
Discretionary$135.8M
Non-Disc.$2.4M
Employees5
Clients100
DateMar 2014
Total AUM$138.2M
Discretionary$135.8M
Non-Disc.$2.4M
Employees4
Clients100
DateFeb 2014
Total AUM$138.2M
Discretionary$135.8M
Non-Disc.$2.4M
Employees4
Clients100
DateJan 2014
Total AUM$138.2M
Discretionary$135.8M
Non-Disc.$2.4M
Employees4
Clients100
DateMar 2013
Total AUM$97.9M
Discretionary$90.2M
Non-Disc.$7.7M
Employees4
Clients100
DateJan 2013
Total AUM$97.9M
Discretionary$90.2M
Non-Disc.$7.7M
Employees4
Clients100
DateMar 2012
Total AUM$90.2M
Discretionary$71.2M
Non-Disc.$19M
Employees1
Clients26
DateMar 2011
Total AUM$79M
Discretionary$60M
Non-Disc.$19M
Employees5
Clients--
DateJun 2010
Total AUM$61.9M
Discretionary$61.9M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$61.9M
Discretionary$61.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$61.9M
Discretionary$61.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$61.9M
Discretionary$61.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$32.7M
Discretionary$32.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$32.7M
Discretionary$32.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$32.7M
Discretionary$32.7M
Non-Disc.$0
Employees5
Clients--