DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Insight Folios
Legal name Insight Folios Inc
Latest filing Mar 19, 2026
First filing on the tape Jul 9, 2019 · 49 filings
SEC status approved since Aug 12, 2019
RAUM
$331M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$331M individuals and HNW
Advisors
19
registered through the firm on IAPD
RAUM per advisor
$17.4M
derived; firm RAUM over IAPD count
Employees
15
15 advisory (5.B.1)
Offices
11
beyond the principal office
Private funds
0
reported on Schedule D
History
49 filings and snapshots on the tape
RAUM$331M as of Mar 19, 2026
Feb 19, 2020$122M then
HNW client RAUM$117M as of Mar 19, 2026
Feb 19, 2020$34.6M then
State-registered IARs (5.B.3)15 as of Mar 19, 2026
Feb 19, 20209 then
Employees (5.A)15 as of Mar 19, 2026
Feb 19, 20209 then
Private funds: no history
RAUM +19% over the last fiscal year+8.6% a year over threeIARs 15 to 15
Practice profile
derived from the filing of Mar 19, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $17.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 65derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.6MderivedHNW RAUM over HNW clients
- Average account
- $149,018derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 1.6derived12 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +54%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$215M65%
- High-net-worth individuals$117M35%
- Individual clients
- 1,155reported
- HNW clients
- 73reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 2,223reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
18 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Charles Buddy Bowers | Charlotte, Nc | Mar 27, 2015 | 15 y | 3 |
| Paul Leonard Durso | Charlotte, Nc | Mar 27, 2015 | 24 y | 1 |
| Kenneth L Huffman | Charlotte, Nc | May 15, 2015 | 26 y | 2 |
| Bruce RomagnoliChartered Financial Consultant | Bedford, Nh | Apr 21, 2017 | 28 y | 3 |
| Ashok S Ramji | Kirkland, Wa | Sep 27, 2019 | 28 y | 3 |
| David Kyle Morgan | Charlotte, Nc | Nov 19, 2019 | 10 y | 0 |
| Sheila Rene Madrigal | Charlotte, Nc | Feb 12, 2020 | 34 y | 2 |
| Niki Waters Erb | Charlotte, Nc | Jul 9, 2020 | 28 y | 0 |
| Charles Halbert Dingman | Charlotte, Nc | Apr 3, 2023 | 17 y | 3 |
| Leigh Burwell SmithChartered Financial Consultant | Athens, Ga | Feb 28, 2024 | 11 y | 1 |
| Kevin Marvin Wray | Charlotte, Nc | Jan 9, 2025 | 32 y | 2 |
| Wade Callender Menzies | Charlotte, Nc | Apr 6, 2025 | 20 y | 1 |
| Mark Hugh RutledgeChartered Financial Consultant | Helena, Al | May 1, 2025 | 33 y | 4 |
| Nelson Toney Sebra | Charlotte, Nc | May 8, 2025 | 23 y | 1 |
| Robert Renn Rothrock | Charlotte, Nc | Jun 16, 2025 | 24 y | 2 |
| Sterling Douglas Alexander | Matthews, Nc | Jun 17, 2025 | 13 y | 0 |
| Michael Allen Fowler | Charlotte, Nc | Jan 16, 2026 | 13 y | 0 |
| Ryan Mcneill | Fort Gratiot, Mi | Jul 10, 2026 | 13 y | 1 |
Advisor movement
3 left, 1 joined in 12 months
net -2 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 16% of current headcount4 left over 36 months
Left, latest
- Larry Gene Mccabe to Foundations Investment Advisors LLCOct 31, 2025 · RIA to RIA
- Zachary Bram Poitra to Foundations Investment Advisors LLCOct 31, 2025 · RIA to RIA
- Jason Siebert to Foundations Investment Advisors LLCOct 6, 2025 · RIA to RIA
- Sean Richard Sparkman to Foundations Investment Advisors LLCJun 29, 2025 · RIA to RIA
- Jonathan Moser Spatz to Brookstone Wealth Advisors, LLCJun 14, 2022 · RIA to RIA
- Michael Wayne Williams to Truvestments Capital LLCAug 25, 2017 · Other
- Scott Richard Carty to Carty Capital ManagementAug 4, 2016 · Other
Joined, latest
- Ryan Mcneill from Brookstone Capital Management LLCJul 10, 2026 · RIA to RIA
- Robert Renn Rothrock from American Elite AdvisoryJun 16, 2025 · Other
- Nelson Toney Sebra from Strategic Wealth Advisors GroupMay 8, 2025 · Other
- Mark Hugh Rutledge from Brookstone Capital Management LLCMay 1, 2025 · RIA to RIA
- Wade Callender Menzies from Tactical Investment Advisors, LLCApr 6, 2025 · Other
- Kevin Marvin Wray from Bcd AdvisorsJan 9, 2025 · Other
- Leigh Burwell Smith from Cypress Wealth Services, LLCFeb 28, 2024 · RIA to RIA
- Charles Halbert Dingman from Brookstone Wealth Advisors, LLCApr 3, 2023 · Other
- Larry Gene Mccabe from Brookstone Wealth Advisors, LLCJun 17, 2021 · RIA to RIA
- Sheila Rene Madrigal from J.P. Morgan Securities LLCFeb 12, 2020 · Wirehouse to independent RIA
- Ashok S Ramji from Virtue Capital Management, LLCSep 27, 2019 · RIA to RIA
- Bruce Romagnoli from Bcd AdvisorsApr 21, 2017 · Other
- Michael Wayne Williams from Genesis Asset Management, LLCJan 5, 2017 · Other
- Kenneth L Huffman from Retirementadvice | JkaMay 15, 2015 · Other
- Scott Richard Carty from Retirementadvice | JkaMar 30, 2015 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Bcd AdvisorsApr 17, 2017 · Akron, Oh
- 3 joined from Retirementadvice | JkaApr 20, 2015 · Anaheim, Ca
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Buddy Charles Bowers · Chief Compliance Officercontrolsince 06/2016 · owns less than 5%
- Leonard Paul Durso · Presidentcontrolsince 12/2014 · owns 75% or more
Related persons
Schedule D 7.A
- Durso Capital Management Co.real estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Charlotte, Nc · principal | 18 | 2 | 0 | ||
| Kailua Kona, Hi | 0 | 0 | 1 | ||
| Northville, Mi | 0 | 0 | 0 | ||
| Philadelphia, Pa | 0 | 0 | 1 | ||
| Chattanooga, Tn | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Fort Worth, TX1 employees
- Glendale, AZ1 employees
- Kailua-Kona, HI1 employees
- Pinconning, MI1 employees
- Port Huron, MI1 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- client count surgeChange between filings · filing Mar 19, 2026individual and HNW clients (Item 5.D) moved from 798.0 to 1,228.0 (+54.0%) between the annual amendments of 2025-01-24 and 2026-03-19; the peer median change was +3.0% (3310 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,310) · 97% percentile
What changed
consecutive filings, newest first
- Accounts · 2,163 to 2,223Sep 15, 2025 to Feb 23, 2026
- HNW clients · 98 to 73Sep 15, 2025 to Feb 23, 2026
- Financial planning clients · 251-500 to More than 500Sep 15, 2025 to Feb 23, 2026
- Discretionary RAUM · $341M to $331MSep 15, 2025 to Feb 23, 2026
- HNW RAUM · $142M to $117MSep 15, 2025 to Feb 23, 2026
- Individual RAUM · $185M to $215MSep 15, 2025 to Feb 23, 2026
- Non-discretionary RAUM · $880,483 to $0Sep 15, 2025 to Feb 23, 2026
- RAUM · $341M to $331MSep 15, 2025 to Feb 23, 2026
- Financial planning clients · 251-500 to 251-500May 1, 2025 to May 22, 2025
- Accounts · 1,810 to 2,163Jan 24, 2025 to May 1, 2025
- HNW clients · 71 to 98Jan 24, 2025 to May 1, 2025
- Individual clients · 727 to 1,155Jan 24, 2025 to May 1, 2025
- Discretionary RAUM · $278M to $341MJan 24, 2025 to May 1, 2025
- HNW RAUM · $102M to $142MJan 24, 2025 to May 1, 2025
- Individual RAUM · $163M to $185MJan 24, 2025 to May 1, 2025
- RAUM · $279M to $341MJan 24, 2025 to May 1, 2025
- Other offices · 10 to 11Aug 29, 2024 to Oct 30, 2024
- Accounts · 1,490 to 1,810Jun 16, 2023 to Feb 12, 2024
- HNW clients · 64 to 71Jun 16, 2023 to Feb 12, 2024
- Individual clients · 605 to 727Jun 16, 2023 to Feb 12, 2024
- Financial planning clients · 101-250 to 251-500Jun 16, 2023 to Feb 12, 2024
- Discretionary RAUM · $258M to $278MJun 16, 2023 to Feb 12, 2024
- HNW RAUM · $89.9M to $102MJun 16, 2023 to Feb 12, 2024
- Individual RAUM · $140M to $163MJun 16, 2023 to Feb 12, 2024
- Non-discretionary RAUM · $1.0M to $880,483Jun 16, 2023 to Feb 12, 2024
- RAUM · $259M to $279MJun 16, 2023 to Feb 12, 2024
- Advisory employees · 14 to 15Mar 23, 2023 to Apr 19, 2023
- Employees · 14 to 15Mar 23, 2023 to Apr 19, 2023
- State-registered IARs · 14 to 15Mar 23, 2023 to Apr 19, 2023
- Other offices · 9 to 10Feb 21, 2023 to Mar 23, 2023
- Accounts · 1,276 to 1,490Aug 10, 2022 to Feb 21, 2023
- Advisory employees · 13 to 14Aug 10, 2022 to Feb 21, 2023
- HNW clients · 70 to 64Aug 10, 2022 to Feb 21, 2023
- Individual clients · 526 to 605Aug 10, 2022 to Feb 21, 2023
- Employees · 13 to 14Aug 10, 2022 to Feb 21, 2023
- State-registered IARs · 13 to 14Aug 10, 2022 to Feb 21, 2023
- Discretionary RAUM · $242M to $258MAug 10, 2022 to Feb 21, 2023
- HNW RAUM · $93.7M to $89.9MAug 10, 2022 to Feb 21, 2023
- Individual RAUM · $118M to $140MAug 10, 2022 to Feb 21, 2023
- Non-discretionary RAUM · $943,116 to $1.0MAug 10, 2022 to Feb 21, 2023
Signals
8 dated events
- Zachary Bram Poitra left Insight Folios for Foundations Investment Advisors Llc (registered 2025-11-04)Oct 31, 2025 · Advisor changed firm · fact
- Larry Gene Mccabe left Insight Folios for Foundations Investment Advisors Llc (registered 2025-11-06)Oct 31, 2025 · Advisor changed firm · fact
- Sean Richard Sparkman left Insight Folios for Foundations Investment Advisors Llc (registered 2025-06-30)Jun 29, 2025 · Advisor changed firm · fact
- Buddy Charles Bowers (Chief Compliance Officer) appeared on Schedule A of Insight FoliosJun 16, 2023 · Control person joined · fact
- David Neil Gilday (Chief Compliance Officer) appeared on Schedule A of Insight FoliosJun 16, 2023 · Control person joined · fact
- David Neil Gilday (Chief Compliance Officer) no longer on Schedule A of Insight Folios (listed 2023-06-16, absent 2023-06-16)Jun 16, 2023 · Control person left · inference
- Jonathan Moser Spatz left Insight Folios for Brookstone Wealth Advisors, Llc (registered 2022-04-29)Jun 14, 2022 · Advisor changed firm · fact
- Insight Folios filed its initial SEC registration (Form ADV)Jul 9, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 704-529-9500reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/insightfolios/aboutreportedpublic record, Form ADV, Sep 17, 2026
- Website
- DURSOCAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (704) 529-9500reportedpublic record, Form ADV, Mar 19, 2026
- Contact form
- dursocapital.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- dursocapital.com/team/paul-dursoreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $17.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026