Overview
Assets Under Management: $737 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 175
Average Client Assets: $3 million
Frequently Asked Questions
CAPITAL INSIGHT PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147165), CAPITAL INSIGHT PARTNERS, LLC is subject to fiduciary duty under federal law.
CAPITAL INSIGHT PARTNERS, LLC is headquartered in SCOTTSDALE, AZ.
CAPITAL INSIGHT PARTNERS, LLC serves 175 high-net-worth clients according to their SEC filing dated January 07, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL INSIGHT PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CAPITAL INSIGHT PARTNERS, LLC manages $737 million in client assets according to their SEC filing dated January 07, 2025.
According to their SEC Form ADV, CAPITAL INSIGHT PARTNERS, LLC serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 175
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.63
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 971
Discretionary Accounts: 957
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 147165
Last Filing Date: 2025-01-07 00:00:00
Website: https://cipinvest.com