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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

THE INSIGHT GROUP, INC.

CRD 117936

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:31b591a8-9f42-a8b7-e901-c4379a92c189

Data as of Jun 23, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 1
On other graphs: 1
Observed: Mar 8, 2012 to Jun 23, 2020
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

The Insight Group, Inc.

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $848MItem 5.F on the latest filing (2020-06-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $779M
Private client RAUM: $791MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,772
Individual clients: 108
High net worth clients: 251
SEC number: 801-70424
CRD: 117936
Filings on the tape: 30
First filed: Mar 8, 2012
Latest filed: Jun 23, 2020
Organised: Corporation, Utah

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MATLEY, MARK, RASMUSSEN	VICE PRESIDENT	D	yes	03/1993	Mar 8, 2012	Jun 23, 2020
SALISBURY, PAUL, WILFORD	President	D	yes	03/1993	Mar 8, 2012	Jun 23, 2020
SAYRE, SCOTT, NATHAN	CHIEF COMPLIANCE OFFICER	Na	no	12/2005	Mar 8, 2012	Jun 23, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FIC-SALT LAKE, LLC	n/a	Former SEC adviser	$420M	N	yes	n/a
THE INSIGHT GROUP INSURANCE AGENCY, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Feb 24, 2020	$848M	$779M	8	8	0	n/a	n/a
2018	Mar 8, 2019	$727M	$663M	5	5	0	n/a	n/a
2017	Mar 21, 2018	$705M	$635M	6	6	0	n/a	n/a
2016	Mar 15, 2017	$563M	$520M	6	6	n/a	n/a	n/a
2015	Mar 28, 2016	$388M	$334M	7	7	n/a	n/a	n/a
2014	Feb 17, 2015	$329M	$302M	7	7	n/a	n/a	n/a
2013	Feb 28, 2014	$293M	$273M	7	7	n/a	n/a	n/a
2012	Feb 21, 2013	$258M	$239M	7	7	n/a	n/a	n/a
2011	Mar 8, 2012	$217M	$197M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$848M	$727M	16.6%	$563M	14.6%	8	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EP WEALTH ADVISORS	4	Oct 21, 2020	Apr 3, 2024	SALT LAKE CITY, UT	Firm absorbed	RIA to RIA	66.7%

Relationships

Affiliated with (3)

← FINANCIAL INSIGHT CENTERRegistered adviserother investment adviser, control, common control
factForm ADV
→ FINANCIAL INSIGHT CENTERRegistered adviserother investment adviser, common control
factForm ADV
← FIC-BOISE, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Owns (1)

← SAYRE, SCOTT, NATHANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 8, 2012 to presentfactForm ADV

Controls (2)

← SALISBURY, PAUL, WILFORDOwnerPRESIDENT, ownership code D, individual
Mar 8, 2012 to presentfactForm ADV
← MATLEY, MARK, RASMUSSENOwnerVICE PRESIDENT, ownership code D, individual
Mar 8, 2012 to presentfactForm ADV

Moved with (1)

→ EP WEALTH ADVISORSRegistered adviser4 advisors, firm absorbed, same day
Oct 21, 2020 to Apr 3, 2024factForm ADV

Registered with (11)

← SCOTT NATHAN SAYREAdvisorregistration: previous registration
Oct 25, 2004 to Oct 21, 2020factForm ADV
← MARK RASMUSSEN MATLEYAdvisorregistration: previous registration
Mar 31, 1993 to Oct 21, 2020factForm ADV
← RYAN MICHAEL KRANTZAdvisorregistration: previous registration
Feb 7, 2020 to Oct 21, 2020factForm ADV
← HENRY WYATT DEGOOYERAdvisorregistration: previous registration
Oct 21, 2019 to Oct 21, 2020factForm ADV
← MORGAN D DEGOOYERAdvisorregistration: previous registration
May 11, 2020 to Oct 21, 2020factForm ADV
← Lyndsey XaAdvisorregistration: previous registration
Oct 17, 2019 to Oct 21, 2020factForm ADV
← BRENDAN MARK DENNISAdvisorregistration: previous registration
Aug 30, 2017 to Jan 18, 2019factForm ADV
← BRETT VAUGHN CALDWELLAdvisorregistration: previous registration
Nov 7, 2014 to Mar 25, 2016factForm ADV
← STEVEN TODD HILLSTEADAdvisorregistration: previous registration
Jun 14, 2010 to Jul 20, 2011factForm ADV
← CHRISTOPHER GAMMELL HEDQUISTAdvisorregistration: previous registration
Jan 23, 2003 to Aug 2, 2004factForm ADV
← RAYMOND EVAN LEVITREAdvisorregistration: previous registration
Mar 12, 2002 to Oct 10, 2002factForm ADV

Dated events

Occurred
Mar 21, 2018
Regulatory AUM changed
The Insight Group, Inc. reported RAUM $705.5M, up 25% from $562.9M (2018-01-04 to 2018-03-21)
Form ADVobserved 4 days ago
$143M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:31b591a8-9f42-a8b7-e901-c4379a92c189
First observed: Mar 8, 2012
Last observed: Jun 23, 2020 75 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE INSIGHT GROUP, INC.

CRD 117936

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:31b591a8-9f42-a8b7-e901-c4379a92c189

Data as of Jun 23, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:37 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MATLEY, MARK, RASMUSSEN

VICE PRESIDENT

yes

03/1993

Mar 8, 2012

Jun 23, 2020

SALISBURY, PAUL, WILFORD

President

yes

03/1993

Mar 8, 2012

Jun 23, 2020

SAYRE, SCOTT, NATHAN

CHIEF COMPLIANCE OFFICER

12/2005

Mar 8, 2012

Jun 23, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FIC-SALT LAKE, LLC

n/a

Former SEC adviser

$420M

yes

n/a

THE INSIGHT GROUP INSURANCE AGENCY, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Feb 24, 2020

$848M

$779M

n/a

2018

Mar 8, 2019

$727M

$663M

n/a

2017

Mar 21, 2018

$705M

$635M

n/a

2016

Mar 15, 2017

$563M

$520M

n/a

2015

Mar 28, 2016

$388M

$334M

n/a

2014

Feb 17, 2015

$329M

$302M

n/a

2013

Feb 28, 2014

$293M

$273M

n/a

2012

Feb 21, 2013

$258M

$239M

n/a

2011

Mar 8, 2012

$217M

$197M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$848M

$727M

16.6%

$563M

14.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EP WEALTH ADVISORS

Oct 21, 2020

Apr 3, 2024

SALT LAKE CITY, UT

Firm absorbed

RIA to RIA

66.7%