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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$246MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$242M

Private client RAUM

$246MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$123Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

228

Individual clients

33

High net worth clients

59

SEC number

801-121494

CRD

172511

Filings on the tape

14

First filed

Aug 4, 2014

Latest filed

Mar 4, 2026

Organised

Limited Liability Company, CA

Website

insightinv.com

• Occurred

  Sep 23, 2025
  Advisor changed firm

  Hilal Yilmaz left Insight Investment Counsel for Xypn Sapphire (registered 2026-03-04)

  Form ADVobserved 4 days ago
• Occurred

  Aug 4, 2014
  First Form ADV filing

  Insight Investment Counsel filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c4b3baef-fbfa-c9e4-0cee-0c47f9645a91

First observed

Aug 4, 2014

Last observed

Mar 4, 2026 6 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.