INSIGHT FOLIOS INC
Legal name: INSIGHT FOLIOS
CRD #174411 SEC #801-117138 CHARLOTTE, NC (704) 529-9500
SEC Registered
Total AUM
$341.4M
Discretionary
$340.5M
Employees
15
Clients
251
Accounts
2,163
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $341.4M | $340.5M | $880.5K | 15 | 34 |
| May 2025 | $341.4M | $340.5M | $880.5K | 15 | 34 |
| May 2025 | $341.4M | $340.5M | $880.5K | 15 | 34 |
| Apr 2025 | $341.4M | $340.5M | $880.5K | 15 | 34 |
| Apr 2025 | $341.4M | $340.5M | $880.5K | 15 | 34 |
| Jan 2025 | $279M | $278.1M | $880.5K | 15 | 34 |
| Nov 2024 | $279M | $278.1M | $880.5K | 15 | 34 |
| Oct 2024 | $279M | $278.1M | $880.5K | 15 | 34 |
| Aug 2024 | $279M | $278.1M | $880.5K | 15 | 34 |
| Jul 2024 | $279M | $278.1M | $880.5K | 15 | 34 |
| Feb 2024 | $279M | $278.1M | $880.5K | 15 | 34 |
| Jun 2023 | $258.8M | $257.7M | $1M | 15 | 27 |
| May 2023 | $258.8M | $257.7M | $1M | 15 | 27 |
| May 2023 | $258.8M | $257.7M | $1M | 15 | 27 |
| Apr 2023 | $258.8M | $257.7M | $1M | 15 | 27 |
| Apr 2023 | $258.8M | $257.7M | $1M | 15 | 27 |
| Mar 2023 | $258.8M | $257.7M | $1M | 14 | 27 |
| Feb 2023 | $258.8M | $257.7M | $1M | 14 | 27 |
| Aug 2022 | $242.6M | $241.7M | $943.1K | 13 | 26 |
| Jun 2022 | $242.6M | $241.7M | $943.1K | 14 | 26 |
| Apr 2022 | $242.6M | $241.7M | $943.1K | 15 | 26 |
| Mar 2022 | $242.6M | $241.7M | $943.1K | 15 | 26 |
| Feb 2022 | $242.6M | $241.7M | $943.1K | 15 | 26 |
| Oct 2021 | $152.6M | $152.4M | $208.6K | 15 | 0 |
| Jun 2021 | $152.6M | $152.4M | $208.6K | 15 | 0 |
| Jun 2021 | $152.6M | $152.4M | $208.6K | 14 | 0 |
| Jun 2021 | $152.6M | $152.4M | $208.6K | 14 | 0 |
| Jun 2021 | $152.6M | $152.4M | $208.6K | 12 | 0 |
| Apr 2021 | $152.6M | $152.4M | $208.6K | 12 | 0 |
| Apr 2021 | $152.6M | $152.4M | $208.6K | 12 | 0 |
| Feb 2021 | $152.6M | $152.4M | $208.6K | 11 | 0 |
| Jan 2021 | $152.6M | $152.4M | $208.6K | 11 | 0 |
| Oct 2020 | $122.2M | $122.2M | $0 | 11 | 0 |
| Jul 2020 | $122.2M | $122.2M | $0 | 11 | 0 |
| Jun 2020 | $122.2M | $122.2M | $0 | 10 | 0 |
| May 2020 | $122.2M | $122.2M | $0 | 9 | 0 |
| Apr 2020 | $122.2M | $122.2M | $0 | 9 | 0 |
| Feb 2020 | $122.2M | $122.2M | $0 | 9 | 0 |
| Nov 2019 | $100.5M | $100.5M | $0 | 8 | 0 |
| Oct 2019 | $100.5M | $100.5M | $0 | 7 | 0 |
| Sep 2019 | $100.5M | $100.5M | $0 | 7 | 0 |
| Aug 2019 | $100.5M | $100.5M | $0 | 6 | 0 |
| Aug 2019 | $100.5M | $100.5M | $0 | 6 | 0 |
| Aug 2019 | $100.5M | $100.5M | $0 | 6 | 0 |
| Jul 2019 | $100.5M | $100.5M | $0 | 5 | 0 |
| Jul 2019 | $100.5M | $100.5M | $0 | 5 | 0 |
DateSep 2025
Total AUM$341.4M
Discretionary$340.5M
Non-Disc.$880.5K
Employees15
Clients34
DateMay 2025
Total AUM$341.4M
Discretionary$340.5M
Non-Disc.$880.5K
Employees15
Clients34
DateMay 2025
Total AUM$341.4M
Discretionary$340.5M
Non-Disc.$880.5K
Employees15
Clients34
DateApr 2025
Total AUM$341.4M
Discretionary$340.5M
Non-Disc.$880.5K
Employees15
Clients34
DateApr 2025
Total AUM$341.4M
Discretionary$340.5M
Non-Disc.$880.5K
Employees15
Clients34
DateJan 2025
Total AUM$279M
Discretionary$278.1M
Non-Disc.$880.5K
Employees15
Clients34
DateNov 2024
Total AUM$279M
Discretionary$278.1M
Non-Disc.$880.5K
Employees15
Clients34
DateOct 2024
Total AUM$279M
Discretionary$278.1M
Non-Disc.$880.5K
Employees15
Clients34
DateAug 2024
Total AUM$279M
Discretionary$278.1M
Non-Disc.$880.5K
Employees15
Clients34
DateJul 2024
Total AUM$279M
Discretionary$278.1M
Non-Disc.$880.5K
Employees15
Clients34
DateFeb 2024
Total AUM$279M
Discretionary$278.1M
Non-Disc.$880.5K
Employees15
Clients34
DateJun 2023
Total AUM$258.8M
Discretionary$257.7M
Non-Disc.$1M
Employees15
Clients27
DateMay 2023
Total AUM$258.8M
Discretionary$257.7M
Non-Disc.$1M
Employees15
Clients27
DateMay 2023
Total AUM$258.8M
Discretionary$257.7M
Non-Disc.$1M
Employees15
Clients27
DateApr 2023
Total AUM$258.8M
Discretionary$257.7M
Non-Disc.$1M
Employees15
Clients27
DateApr 2023
Total AUM$258.8M
Discretionary$257.7M
Non-Disc.$1M
Employees15
Clients27
DateMar 2023
Total AUM$258.8M
Discretionary$257.7M
Non-Disc.$1M
Employees14
Clients27
DateFeb 2023
Total AUM$258.8M
Discretionary$257.7M
Non-Disc.$1M
Employees14
Clients27
DateAug 2022
Total AUM$242.6M
Discretionary$241.7M
Non-Disc.$943.1K
Employees13
Clients26
DateJun 2022
Total AUM$242.6M
Discretionary$241.7M
Non-Disc.$943.1K
Employees14
Clients26
DateApr 2022
Total AUM$242.6M
Discretionary$241.7M
Non-Disc.$943.1K
Employees15
Clients26
DateMar 2022
Total AUM$242.6M
Discretionary$241.7M
Non-Disc.$943.1K
Employees15
Clients26
DateFeb 2022
Total AUM$242.6M
Discretionary$241.7M
Non-Disc.$943.1K
Employees15
Clients26
DateOct 2021
Total AUM$152.6M
Discretionary$152.4M
Non-Disc.$208.6K
Employees15
Clients0
DateJun 2021
Total AUM$152.6M
Discretionary$152.4M
Non-Disc.$208.6K
Employees15
Clients0
DateJun 2021
Total AUM$152.6M
Discretionary$152.4M
Non-Disc.$208.6K
Employees14
Clients0
DateJun 2021
Total AUM$152.6M
Discretionary$152.4M
Non-Disc.$208.6K
Employees14
Clients0
DateJun 2021
Total AUM$152.6M
Discretionary$152.4M
Non-Disc.$208.6K
Employees12
Clients0
DateApr 2021
Total AUM$152.6M
Discretionary$152.4M
Non-Disc.$208.6K
Employees12
Clients0
DateApr 2021
Total AUM$152.6M
Discretionary$152.4M
Non-Disc.$208.6K
Employees12
Clients0
DateFeb 2021
Total AUM$152.6M
Discretionary$152.4M
Non-Disc.$208.6K
Employees11
Clients0
DateJan 2021
Total AUM$152.6M
Discretionary$152.4M
Non-Disc.$208.6K
Employees11
Clients0
DateOct 2020
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees11
Clients0
DateJul 2020
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees10
Clients0
DateMay 2020
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees9
Clients0
DateApr 2020
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees9
Clients0
DateFeb 2020
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees9
Clients0
DateNov 2019
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees8
Clients0
DateOct 2019
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees7
Clients0
DateSep 2019
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees7
Clients0
DateAug 2019
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees6
Clients0
DateAug 2019
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees6
Clients0
DateAug 2019
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees5
Clients0