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RIA / WealthAdvisorChartered Financial Consultant33 years in industry

MARK HUGH RUTLEDGE

Advisor at INSIGHT FOLIOS

Helena, AL | CHARLOTTE, NC

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Search this name across graphsid dfx:ria:80c27a80-8b9a-4cae-0c4e-929b21d4f209

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 9, 2001 to Sep 15, 2026

Across DFX

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.

Facts

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

Current firm: INSIGHT FOLIOS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 20, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63
First exam: Jan 20, 1993
First registration: Mar 9, 2001
Dual registered: no
IAPD individual key: 2293502

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INSIGHT FOLIOS	Independent wealth	May 1, 2025	n/a	yes	CHARLOTTE, NC\|Helena, AL	Current employment
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Oct 31, 2019	May 1, 2025	no	WHEATON, IL\|Helena, AL	Previous registration
SPECIALIZED ADVISORS	Former SEC adviser	Mar 26, 2019	Oct 12, 2019	no	Helena, AL\|DALLAS, TX	Previous registration
BLACKWATER ADVISORY GROUP LLC	n/a	Apr 26, 2016	Mar 5, 2019	no	JASPER, AL	Previous registration
OSAIC FA, INC.	Former SEC adviser	Mar 9, 2001	Jul 6, 2004	no	BIRMINGHAM, AL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BROOKSTONE CAPITAL MANAGEMENT LLC	INSIGHT FOLIOS	May 1, 2025	May 1, 2025	0	Firm change	RIA to RIA
SPECIALIZED ADVISORS	BROOKSTONE CAPITAL MANAGEMENT LLC	Oct 12, 2019	Oct 31, 2019	19	Firm change	RIA to RIA
BLACKWATER ADVISORY GROUP LLC	SPECIALIZED ADVISORS	Mar 5, 2019	Mar 26, 2019	21	Firm change	Other
OSAIC FA, INC.	BLACKWATER ADVISORY GROUP LLC	Jul 6, 2004	Apr 26, 2016	4,312	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
299308:141413:TX:2019-10-12	Oct 12, 2019	Oct 31, 2019	DALLAS, TX	Firm change

Relationships

Registered with (5)

→ INSIGHT FOLIOSRegistered adviserregistration: current employment
May 1, 2025 to presentfactForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Oct 31, 2019 to May 1, 2025factForm ADV
→ SPECIALIZED ADVISORSRegistered adviserregistration: previous registration
Mar 26, 2019 to Oct 12, 2019factForm ADV
→ BLACKWATER ADVISORY GROUP LLCRegistered adviserregistration: previous registration
Apr 26, 2016 to Mar 5, 2019factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Mar 9, 2001 to Jul 6, 2004factForm ADV

Dated events

Occurred
May 1, 2025
Advisor changed firm
Mark Hugh Rutledge left Brookstone Capital Management Llc for Insight Folios (registered 2025-05-01)
Form ADVobserved 5 days ago