Insight Capital Management

Dustin Blodgett Insight Capital, LLC, operating as Insight Capital Management, is an SEC-registered firm established in 2021 by Dustin Blodgett. The firm offers investment management, financial planning services, and educational workshops covering various investment types. They provide tailored investment supervisory services, with discretionary authority available for client accounts. Fees range from 0% to 2% of assets under management annually, with negotiable rates and additional financial planning fees. Quarterly billing is based on managed assets. The firm manages $325,444,000 in client assets on a discretionary basis. They do not charge performance-based fees. Clients include individuals, trusts, corporations, and pension plans. Investment strategies may involve long-term or short-term investments, with a focus on understanding client needs and risk tolerance. The firm does not participate in wrap fee programs. Brokerage practices prioritize best execution, recommending TD Ameritrade for client accounts. They do not receive soft dollar benefits. Insight Capital Management does not vote client securities or proxies. The firm has no disciplinary history and does not compensate for client referrals. Clients are encouraged to compare account statements received from custodians and the firm.