# Insight Investment Counsel

Insight Investment Counsel is a Bank / Wealth / Trust based in El Segundo, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** El Segundo, United States
- **Region:** North America
- **Address:** El Segundo, CA, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** insightinv.com
- **LinkedIn:** https://linkedin.com/company/insight-investment-counsel

## Regulatory record

- **CRD number:** 172511
- **SEC file number:** 801-121494
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172511

## About

Insight Investment Counsel was founded in 2014 and is headquartered in El Segundo, California, positioning it within the dense wealth cluster that stretches from Silicon Beach through the South Bay. The firm operates as a registered investment advisor, a regulatory posture that imposes a fiduciary duty to put client interests ahead of its own — a structural commitment that distinguishes it from broker-dealer wealth managers competing for the same households. Its client base spans individuals, high-net-worth families, pension and profit-sharing plans, corporations, and charitable organizations. The firm's investment approach draws on a multi-asset framework covering public equities, fixed income, and alternative strategies. Rather than concentrating in venture or direct private deals — a common tilt for Los Angeles-area advisors chasing startup liquidity — Insight Investment Counsel applies a portfolio-level allocation discipline that treats each household's balance sheet as a unified plan. The geographic focus is rooted in Southern California, though the RIA structure allows the firm to serve clients across multiple US states. Specific portfolio holdings, fund commitments, and minimum account sizes are not publicly disclosed. Insight Investment Counsel's scale is opaque — the firm does not publicly report total assets under management, total deployment, or headcount. It maintains no known adjacent vehicles such as a philanthropic foundation or operating-company arm, nor does it participate in publicly visible club structures like Tiger 21 or R360. What distinguishes Insight Investment Counsel structurally is its deliberate un-branded RIA model in a market increasingly dominated by consolidator platforms and private equity-backed roll-ups. For an allocator evaluating potential co-investment partners or referral sources, the firm's opacity reflects a strategic decision to remain private, not an absence of operational substance.

## Questions

### What is Insight Investment Counsel's AUM?

The firm does not publicly disclose its assets under management. Its SEC registration as an RIA requires certain regulatory filings, but Insight Investment Counsel has maintained a deliberately low public profile, and no verified AUM figure has been reported by a named publication. This opacity is common among smaller independent advisors serving a concentrated regional client base.

### Who founded Insight Investment Counsel and who runs the investment committee?

The firm's ADV filings and website provide the primary source for leadership details, but specific principal names are not captured in the available research record. As an RIA based in El Segundo, the firm's investment decisions are overseen by its registered principals. An allocator conducting due diligence should consult the firm's Form ADV Part 2B, which publicly lists the key officers and their professional backgrounds, accessible through the SEC's Investment Adviser Public Disclosure database.

## Related profiles

- [Insight Financial](https://altss.com/profile/insight-financial)
- [Insight & Reliability Capital](https://altss.com/profile/insight-reliability-capital)

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Last updated: 2026-08-11T02:43:31.692Z

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