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DUSTIN BLODGETT INSIGHT CAPITAL, LLC, CRD 314558
CONCORD, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Dustin Blodgett | Certified Financial Planner | CONCORD, CA | 5 | 14 | 3 | yes |
| Scott Alan Berg | n/a | San Ramon, CA | 1 | 41 | 2 | yes |
| Phillip Rice | n/a | San Ramon, CA | 0 | 14 | 1 | no |
| Michael Ramon Chapman | n/a | Concord, CA | 0 | 13 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BLODGETT, DUSTIN, JAMES | CHIEF COMPLIANCE OFFICER, OWNER, MANAGING MEMBER | E | yes | 04/2021 | May 6, 2021 | Mar 26, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 13, 2026 | $331M | $331M | 5 | 4 | 0 | n/a | n/a |
| 2024 | Mar 18, 2025 | $325M | $325M | 5 | 3 | 0 | n/a | n/a |
| 2023 | Mar 13, 2024 | $282M | $282M | 5 | 4 | 0 | n/a | n/a |
| 2022 | Feb 9, 2023 | $221M | $221M | 3 | 2 | 0 | n/a | n/a |
| 2021 | Mar 9, 2022 | $211M | $211M | 3 | 2 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $331M | $325M | 1.6% | $221M | 14.4% | 5 | 5 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| INSIGHT CAPITAL MANAGEMENT, LLC | 2 | Jan 6, 2022 | Sep 30, 2025 | SAN RAMON, CA | Channel change | RIA to RIA | 100.0% |