DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INSIGHT STRATEGIC WEALTH LLC

CRD 147290

KNOXVILLE, TN

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:ef562fef-0e6e-fb59-601d-20380e919e66

Data as of Aug 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: May 3, 2018 to Aug 6, 2026
18 observations

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

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: $401MItem 5.F on the latest filing (2026-08-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $400M
Private client RAUM: $400MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $80.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 722
Individual clients: 125
High net worth clients: 137
SEC number: 801-113370
CRD: 147290
Filings on the tape: 18
First filed: May 3, 2018
Latest filed: Aug 6, 2026
Organised: Limited Liability Company, TN
Website: insightstrategicwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PATRICIA QUINBY TAYLOR	Personal Financial Specialist	KNOXVILLE, TN	15	38	n/a	no
JAIME ALISON CONRY	Certified Financial Planner	KNOXVILLE, TN	11	12	n/a	no
Mahogany Paulino Jenkins	n/a	KNOXVILLE, TN	1	13	n/a	no
STEPHEN PATTERSON HIGH	Personal Financial Specialist	Brentwood, TN \| KNOXVILLE, TN	1	24	1	no
Deana Hyde	n/a	Brentwood, TN \| KNOXVILLE, TN	1	22	4	no

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
TAYLOR, PATRICIA, CONRY	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	yes	01/2010	May 3, 2018	Apr 23, 2024
CONRY, JAIME, ALISON	Member	B	no	08/2015	May 3, 2018	Apr 23, 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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 13, 2026	$401M	$400M	7	7	1	n/a	n/a
2024	Mar 7, 2025	$257M	$255M	3	2	0	n/a	n/a
2023	Mar 29, 2024	$224M	$222M	3	3	0	n/a	n/a
2022	Mar 21, 2023	$179M	$177M	3	3	0	n/a	n/a
2021	Mar 12, 2022	$190M	$188M	3	3	0	n/a	n/a
2020	Mar 24, 2021	$175M	$173M	3	3	0	n/a	n/a
2019	Mar 13, 2020	$171M	$163M	2	2	0	n/a	n/a
2018	Mar 4, 2019	$128M	$128M	2	2	0	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	0	0	0.0%	0	0	0	2	1

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
2025	$401M	$257M	56.1%	$179M	30.7%	7	3	1	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
KRAFT ASSET MANAGEMENT, LLC	2	Aug 1, 2025	Aug 12, 2025	NASHVILLE, TN	Team lift out	RIA to RIA	50.0%

Relationships

Registered with (6)

← Deana HydeAdvisorregistration: current employment
Aug 12, 2025 to presentfactForm ADV
← STEPHEN PATTERSON HIGHAdvisorregistration: current employment
Aug 1, 2025 to presentfactForm ADV
← Mahogany Paulino JenkinsAdvisorregistration: current employment
Apr 30, 2025 to presentfactForm ADV
← JAIME ALISON CONRYAdvisorregistration: current employment
Aug 19, 2015 to presentfactForm ADV
← PATRICIA QUINBY TAYLORAdvisorregistration: current employment
Jan 4, 2011 to presentfactForm ADV
← MICHAEL BRADFORD REYNOLDSAdvisorregistration: previous registration
Feb 18, 2020 to Mar 1, 2024factForm ADV

Moved with (1)

← KRAFT ASSET MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Aug 1, 2025 to Aug 12, 2025factForm ADV

Controls (1)

← TAYLOR, PATRICIA, CONRYOwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code E, individual
May 3, 2018 to Apr 23, 2024factForm ADV

Owns (1)

← CONRY, JAIME, ALISONOwnerMEMBER, ownership code B, individual
May 3, 2018 to Apr 23, 2024factForm ADV

Dated events

Occurred
Mar 13, 2026
Regulatory AUM changed
Insight Strategic Wealth Llc reported RAUM $401.0M, up 56% from $256.9M (2025-10-27 to 2026-03-13)
Form ADVobserved 3 days ago
$144M
Occurred
Aug 1, 2025
Team lift-out
2 advisors left Kraft Asset Management, LLC (Nashville, TN) for Insight Strategic Wealth LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Mar 1, 2024
Advisor changed firm
Michael Bradford Reynolds left Insight Strategic Wealth Llc for Mariner (registered 2024-04-03)
Form ADVobserved 3 days ago
Occurred
May 3, 2018
First Form ADV filing
Ctm Financial, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ef562fef-0e6e-fb59-601d-20380e919e66
First observed: May 3, 2018
Last observed: Aug 6, 2026 43 days 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.

INSIGHT STRATEGIC WEALTH LLC

CRD 147290

KNOXVILLE, TN

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:ef562fef-0e6e-fb59-601d-20380e919e66

Data as of Aug 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:26 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PATRICIA QUINBY TAYLOR

Personal Financial Specialist

KNOXVILLE, TN

n/a

JAIME ALISON CONRY

Certified Financial Planner

KNOXVILLE, TN

n/a

Mahogany Paulino Jenkins

n/a

KNOXVILLE, TN

n/a

STEPHEN PATTERSON HIGH

Personal Financial Specialist

Brentwood, TN | KNOXVILLE, TN

Deana Hyde

n/a

Brentwood, TN | KNOXVILLE, TN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TAYLOR, PATRICIA, CONRY

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

yes

01/2010

May 3, 2018

Apr 23, 2024

CONRY, JAIME, ALISON

Member

08/2015

May 3, 2018

Apr 23, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$401M

$400M

n/a

2024

Mar 7, 2025

$257M

$255M

n/a

2023

Mar 29, 2024

$224M

$222M

n/a

2022

Mar 21, 2023

$179M

$177M

n/a

2021

Mar 12, 2022

$190M

$188M

n/a

2020

Mar 24, 2021

$175M

$173M

n/a

2019

Mar 13, 2020

$171M

$163M

n/a

2018

Mar 4, 2019

$128M

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%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$401M

$257M

56.1%

$179M

30.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

KRAFT ASSET MANAGEMENT, LLC

Aug 1, 2025

Aug 12, 2025

NASHVILLE, TN

Team lift out

RIA to RIA

50.0%