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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

CAPITAL INSIGHT PARTNERS, LLC

CRD 147165

SCOTTSDALE, AZ

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:3a89385c-0e5e-177d-d4fe-2ae74dffd3e4

Data as of Apr 1, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 13
On other graphs: 1
Observed: Mar 16, 2012 to Apr 1, 2025
43 observations

Across DFX

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

Allocatorsidentity

Capital Insight Partners, LLC

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: $830MItem 5.F on the latest filing (2025-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $802M
Private client RAUM: $617MderivedItem 5.D individuals plus high net worth individuals
Private client share: 74%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 993
Individual clients: 250
High net worth clients: 175
Custody, client assets: $292M
SEC number: 801-69421
CRD: 147165
Filings on the tape: 43
First filed: Mar 16, 2012
Latest filed: Apr 1, 2025
Organised: Limited Liability Company, AZ
Website: cipinvest.com

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
NELSON, KRISTEN LEE	MANAGING MEMBER	E	yes	08/2008	Nov 15, 2017	Oct 9, 2024
NELSON, STEVEN, THOMAS	MANAGING MEMBER	E	yes	08/2008	Mar 16, 2012	Oct 9, 2024
STEVEN AND KRISTEN NELSON JOINT REVOCABLE TRUST	MANAGING MEMBER	E	yes	08/2008	Nov 15, 2017	Oct 9, 2024
ANASTASIADIS, SUSAN, CHRISTINE	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	A	no	01/2010	Mar 16, 2012	Oct 9, 2024

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; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Apr 1, 2025	$830M	$802M	9	7	0	n/a	n/a
2023	Mar 18, 2024	$737M	$722M	11	7	0	n/a	n/a
2022	Feb 14, 2023	$601M	$599M	10	6	0	n/a	n/a
2021	Mar 18, 2022	$735M	$733M	9	8	0	n/a	n/a
2020	Feb 18, 2021	$673M	$664M	9	7	0	n/a	n/a
2019	Feb 24, 2020	$395M	$394M	6	6	0	n/a	n/a
2018	Feb 21, 2019	$324M	$323M	6	6	1	n/a	n/a
2017	Mar 16, 2018	$400M	$393M	7	6	2	n/a	n/a
2016	Mar 2, 2017	$374M	$365M	9	7	n/a	n/a	n/a
2015	Jan 25, 2016	$322M	$192M	8	7	n/a	n/a	n/a
2014	Jan 7, 2015	$157M	$155M	8	5	n/a	n/a	n/a
2013	Jan 28, 2014	$138M	$136M	4	4	n/a	n/a	n/a
2012	Jan 17, 2013	$97.9M	$90.2M	4	4	n/a	n/a	n/a
2011	Mar 16, 2012	$90.2M	$71.2M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	8	-8	n/a	0	0	0	1	10

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
2024	$830M	$737M	12.6%	$735M	4.1%	9	11	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	6	Jan 2, 2026	Jan 23, 2026	SCOTTSDALE, AZ	Firm absorbed	RIA to RIA	75.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FOOTHILL SECURITIES, INC.	2	Dec 8, 2016	Jan 2, 2014	SANTA CLARA, CA	Team lift out	Other	5.7%

Relationships

Affiliated with (2)

← FAITH INVESTOR SERVICESRegistered adviserother investment adviser, common control
factForm ADV
← FOOTHILL SECURITIES, INC.Registered adviserother investment adviser
factForm ADV

Moved with (2)

→ EP WEALTH ADVISORSRegistered adviser6 advisors, firm absorbed, same day
Jan 2, 2026 to Jan 23, 2026factForm ADV
← FOOTHILL SECURITIES, INC.Registered adviser2 advisors, team lift out
Dec 8, 2016 to Jan 2, 2014factForm ADV

Registered with (16)

← STEVEN THOMAS NELSONAdvisorregistration: previous registration
Aug 27, 2008 to Jan 2, 2026factForm ADV
← Donna E WoodruffAdvisorregistration: previous registration
Sep 12, 2017 to Jan 2, 2026factForm ADV
← SUSAN CHRISTINE ANASTASIADISAdvisorregistration: previous registration
Aug 27, 2008 to Jan 2, 2026factForm ADV
← Craig Jason McCroryAdvisorregistration: previous registration
Apr 15, 2009 to Jan 2, 2026factForm ADV
← STEVEN TERRELL MAHANAdvisorregistration: previous registration
Feb 24, 2021 to Jan 2, 2026factForm ADV
← SARA ASHLEY LACLAIRAdvisorregistration: previous registration
Oct 22, 2018 to Jan 2, 2026factForm ADV
← Sarah StevensonAdvisorregistration: previous registration
Nov 5, 2025 to Jan 2, 2026factForm ADV
← Hunter RuckAdvisorregistration: previous registration
Nov 18, 2025 to Jan 2, 2026factForm ADV
← Melissa SendeAdvisorregistration: previous registration
May 21, 2024 to May 15, 2025factForm ADV
← Alexander vanderHenst-HuertaAdvisorregistration: previous registration
Apr 26, 2024 to May 9, 2024factForm ADV
← LANCE TAYLOR KNIGHTAdvisorregistration: previous registration
Jun 17, 2009 to Jul 23, 2018factForm ADV
← Joshua Meyer RebholzAdvisorregistration: previous registration
Nov 24, 2015 to Jan 30, 2017factForm ADV
← JACOB J REIDAdvisorregistration: previous registration
Jan 2, 2014 to Dec 13, 2016factForm ADV
← GERMAINE C CORDESAdvisorregistration: previous registration
Jan 2, 2014 to Jan 7, 2016factForm ADV
← MARGO HILLAdvisorregistration: previous registration
Nov 5, 2014 to Nov 17, 2015factForm ADV
← JOHN LESLIE STULLAdvisorregistration: previous registration
Jan 22, 2009 to Jul 16, 2009factForm ADV

Controls (3)

← NELSON, STEVEN, THOMASOwnerMANAGING MEMBER, ownership code E, individual
Mar 16, 2012 to Oct 9, 2024factForm ADV
← NELSON, KRISTEN LEEOwnerMANAGING MEMBER, ownership code E, individual
Nov 15, 2017 to Oct 9, 2024factForm ADV
← STEVEN AND KRISTEN NELSON JOINT REVOCABLE TRUSTOwnerMANAGING MEMBER, ownership code E, domestic entity
Nov 15, 2017 to Oct 9, 2024factForm ADV

Owns (1)

← ANASTASIADIS, SUSAN, CHRISTINEOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code A, individual
Mar 16, 2012 to Oct 9, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 2, 2026
Firm absorbed
Capital Insight Partners, LLC's advisors moved to EP Wealth Advisors (Scottsdale, AZ): 6 of 8 registered, on the same day
Form ADVobserved 4 days ago
6 advisors
Occurred
Jan 2, 2026
Advisor changed firm
Steven Terrell Mahan left Capital Insight Partners, Llc for Ep Wealth Advisors (registered 2026-01-16)
Form ADVobserved 4 days ago
Occurred
Jan 2, 2026
Advisor changed firm
Susan Christine Anastasiadis left Capital Insight Partners, Llc for Ep Wealth Advisors (registered 2026-01-21)
Form ADVobserved 4 days ago
Occurred
Jan 2, 2026
Advisor changed firm
Steven Thomas Nelson left Capital Insight Partners, Llc for Faith Investor Services (registered 2023-09-15)
Form ADVobserved 4 days ago
Occurred
Jan 2, 2026
Advisor changed firm
Craig Jason Mccrory left Capital Insight Partners, Llc for Ep Wealth Advisors (registered 2026-01-20)
Form ADVobserved 4 days ago
Occurred
Jan 2, 2026
Advisor changed firm
Sara Ashley Laclair left Capital Insight Partners, Llc for Ep Wealth Advisors (registered 2026-01-16)
Form ADVobserved 4 days ago
Occurred
Jan 2, 2026
Advisor changed firm
Hunter Ruck left Capital Insight Partners, Llc for Ep Wealth Advisors (registered 2026-01-23)
Form ADVobserved 4 days ago
Occurred
Jan 2, 2026
Advisor changed firm
Sarah Stevenson left Capital Insight Partners, Llc for Brookstone Capital Management Llc (registered 2026-05-14)
Form ADVobserved 4 days ago
Occurred
Jan 2, 2026
Advisor changed firm
Donna E Woodruff left Capital Insight Partners, Llc for Ep Wealth Advisors (registered 2026-01-16)
Form ADVobserved 4 days ago
Occurred
May 15, 2025
Advisor changed firm
Melissa Sende left Capital Insight Partners, Llc for Robert W. Baird & Co. Incorporated (registered 2025-05-13)
Form ADVobserved 4 days ago
Occurred
May 9, 2024
Advisor changed firm
Alexander Vanderhenst-Huerta left Capital Insight Partners, Llc for Foundations Investment Advisors Llc (registered 2024-12-16)
Form ADVobserved 4 days ago
Occurred
Feb 18, 2021
Regulatory AUM changed
Capital Insight Partners, Llc reported RAUM $673.1M, up 70% from $394.8M (2020-06-25 to 2021-02-18)
Form ADVobserved 4 days ago
$278M

Show 1 bookkeeping events

Occurred
Feb 2, 2026
Capital Insight Partners, Llc no longer on the SEC adviser roster (last listed 2026-01-02, RAUM $829.6M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3a89385c-0e5e-177d-d4fe-2ae74dffd3e4
First observed: Mar 16, 2012
Last observed: Apr 1, 2025 17 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.

CAPITAL INSIGHT PARTNERS, LLC

CRD 147165

SCOTTSDALE, AZ

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:3a89385c-0e5e-177d-d4fe-2ae74dffd3e4

Data as of Apr 1, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:39 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

NELSON, KRISTEN LEE

MANAGING MEMBER

yes

08/2008

Nov 15, 2017

Oct 9, 2024

NELSON, STEVEN, THOMAS

MANAGING MEMBER

yes

08/2008

Mar 16, 2012

Oct 9, 2024

STEVEN AND KRISTEN NELSON JOINT REVOCABLE TRUST

MANAGING MEMBER

yes

08/2008

Nov 15, 2017

Oct 9, 2024

ANASTASIADIS, SUSAN, CHRISTINE

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

01/2010

Mar 16, 2012

Oct 9, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Apr 1, 2025

$830M

$802M

n/a

2023

Mar 18, 2024

$737M

$722M

n/a

2022

Feb 14, 2023

$601M

$599M

n/a

2021

Mar 18, 2022

$735M

$733M

n/a

2020

Feb 18, 2021

$673M

$664M

n/a

2019

Feb 24, 2020

$395M

$394M

n/a

2018

Feb 21, 2019

$324M

$323M

n/a

2017

Mar 16, 2018

$400M

$393M

n/a

2016

Mar 2, 2017

$374M

$365M

n/a

2015

Jan 25, 2016

$322M

$192M

n/a

2014

Jan 7, 2015

$157M

$155M

n/a

2013

Jan 28, 2014

$138M

$136M

n/a

2012

Jan 17, 2013

$97.9M

$90.2M

n/a

2011

Mar 16, 2012

$90.2M

$71.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-8

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$830M

$737M

12.6%

$735M

4.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EP WEALTH ADVISORS

Jan 2, 2026

Jan 23, 2026

SCOTTSDALE, AZ

Firm absorbed

RIA to RIA

75.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FOOTHILL SECURITIES, INC.

Dec 8, 2016

Jan 2, 2014

SANTA CLARA, CA

Team lift out

Other

5.7%