# Insight Financial

Insight Financial is a Bank / Wealth / Trust based in Norfolk, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Norfolk, United States
- **Region:** North America
- **Address:** Norfolk, VA, United States
- **Assets under management:** Undisclosed
- **Website:** insightfinancial.us
- **LinkedIn:** https://www.linkedin.com/company/erikbloomfeldt

## Regulatory record

- **CRD number:** 286467
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286467

## About

Insight Financial is a state-registered investment adviser in TIGARD, OR. The firm manages $35 million in regulatory assets, $12 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### Does Insight Financial manage institutional capital or only individual accounts?

Based on available public records, Insight Financial serves individual retail clients and families. No institutional separate accounts, pooled fund vehicles, or institutional consultant relationships appear in the firm's regulatory disclosures or public presence. The firm operates in the retail wealth management segment.

### Does Insight Financial have any known institutional co-investor relationships or GP stakes?

No. Insight Financial does not appear in any institutional allocation, co-investment syndicate, or GP relationship context. Its business profile is strictly retail-facing, with no indication of participation in institutional limited partner communities or general partner commitments.

## Related profiles

- [INRIA](https://altss.com/profile/inria)
- [Insight Investment Counsel](https://altss.com/profile/insight-investment-counsel)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/insight-financial

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