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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 15, 2025
- Branch Offices
- 11
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOWERS, CHARLES, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUSTMAN, BRYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUSTMAN, BRYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUSTMAN, BRYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUSTMAN, BRYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUSTMAN, BRYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUSTMAN, BRYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUSTMAN, BRYAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILDAY, NEIL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
| DURSO, PAUL, LEONARD | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Sep 15, 2025 REGISTERED
Notice Filings (29)
AL AR AZ CA CO FL GA HI IL LA MA MD ME MI MT NC NE NH NJ NY OH OR PA SC TN TX UT WA WI
Address
10800 SIKES PLACESUITE 110
CHARLOTTE, NC 28277
United States
Phone: (704) 529-9500