Overview

Assets Under Management: $282 million
Headquarters: SAN RAMON, CA
High-Net-Worth Clients: 143
Average Client Assets: $2 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Fee Structure

Primary Fee Schedule (INSIGHT CAPITAL - ADV PART 2A BROCHURE)

MinMaxMarginal Fee Rate
$0 and above 2.00%
Illustrative Fee Rates
Total AssetsAnnual FeesAverage Fee Rate
$1 million $20,000 2.00%
$5 million $100,000 2.00%
$10 million $200,000 2.00%
$50 million $1,000,000 2.00%
$100 million $2,000,000 2.00%

Clients

Number of High-Net-Worth Clients: 143
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.07
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 780
Discretionary Accounts: 780

Regulatory Filings

CRD Number: 314558
Last Filing Date: 2024-03-26 00:00:00
Website: https://insightcapmgmt.com

Form ADV Documents

Additional Brochure: INSIGHT CAPITAL - ADV PART 2B (2025-09-23)

View Document Text
Part 2B of Form ADV: Brochure Supplement July 2025 This brochure supplement provides information about Dustin Blodgett, individual CRD No. 5953002, Phillip Rice, individual CRD No. 6457898 and Scott Berg, individual CRD No. 1053783 that supplements Insight Capital Management’s, CRD No.314558, brochure. You should have received a copy of that brochure. Please contact Dustin Blodgett at dustin@insightcapmgmt.com if you did not receive the Dustin Blodgett Insight Capital LLC , brochure or if you have any questions about the contents of this supplement. Additional information about Dustin Blodgett, Phillip Rice and Scott Berg is available on the SEC’s website at www.adviserinfo.sec.gov. Our Contact Information: Dustin Blodgett, Managing Member, Chief Compliance Officer (925) 362-9571 (925) 362-9577 (fax) dustin@insightcapmgmt.com Our Name and Address: Dustin Blodgett Insight Capital, LLC d.b.a. Insight Capital Management 1390 Willow Pass Road Suite 960 Concord, CA 94520 +1 (925) 362-9571 • info@insightcapmgmt.com • www.insightcapmanagement.com Dustin Blodgett Item 2 Educational Background and Business Experience This item lists my education and his business experience. Dustin Blodgett, born 1988. Brigham Young University 2012 - BS in Business Management, Finance Business Background: • Redstone Advisors, 2011-2012 • Accuvest Global Advisors, 2012 – 2018, • Cetera Advisor Networks, 2019 –2019, Insight Capital Management LLC, 2019-2021 • • Dustin Blodgett Insight Capital LLC, 2021- Present Item 3 Disciplinary Information This item discusses any disciplinary problems connected with Dustin Blogett. There have been no disciplinary problems involving Dustin Blodgett. Item 4 Other Business Activities Independent Financial Group, LLC, a securities broker-dealer and investment advisor. I am also a licensed insurance agent with many insurance companies Insight Capital Management, LLC Item 5 Additional Compensation This item discusses any compensation in additional to investment advisory fees that he may receive in connection with giving investment advice to you. Dustin Blodgett is a licensed life insurance agent with the state of California. Furthermore, if you elect to act on any of our recommendations, you are under no obligation to affect any through any particular broker- dealer or through any associated person. Item 6 Supervision This item gives you information about the company’s supervision of my investment advisory activities. Dustin Blodgett is the Chief Compliance Officer of the firm, and is supervised pursuant to the firm’s compliance policies and procedures, as well as its code of ethics. If you have any questions or concerns, please contact Dustin Blodgett, Managing Member and Chief Compliance Officer, at (925) 362-9571 or by email at dustin@ insightcapmgmt.com +1 (925) 362-9571 • info@insightcapmgmt.com • www.insightcapmanagement.com Phillip Rice Item 2 Educational Background and Business Experience This item lists my education and my business experience. Phillip Rice, born 1989. Linfield College 2011 - BA in Political Science/History Business Background: • Terrance Kay P.C., 2011-2012 • Insight Capital Management LLC, 2012 - 2021 • Dustin Blodgett Insight Capital LLC, 2021- Present Item 3 Disciplinary Information This item discusses any disciplinary problems connected with Phillip Rice. There have been no disciplinary problems involving Phillip Rice. Item 4 Other Business Activities Phillip Rice is not engaged in any other business activity Item 5 Additional Compensation This item discusses any compensation in additional to investment advisory fees that he may receive in connection with giving investment advice to you. Phil Rice is a licensed life insurance agent with the state of California. Furthermore, if you elect to act on any of our recommendations, you are under no obligation to affect any through any particular broker- dealer or through any associated person. Item 6 Supervision This item gives you information about the company’s supervision of my investment advisory activities. Phillip Rice is supervised by Dustin Blodgett, Chief Compliance Officer at Insight Capital Management. Phillip is supervised pursuant to the firm’s compliance policies and procedures, as well as its code of ethics. If you have any questions or concerns, please contact Dustin Blodgett, Managing Member and Chief Compliance Officer, at (925) 362-9571 or by email at dustin@insightcapmgmt.com +1 (925) 362-9571 • info@insightcapmgmt.com • www.insightcapmanagement.com Scott Berg Item 2 Educational Background and Business Experience This item lists my education and my business experience. Scott Berg, born 1958 Bachelor of Arts form University of California Santa Barbara Business Background: • Investment Architects, 1989-2021 • Berg Financial, 1990-2023 • Arkadios Wealth, 2021-2023 • Independent Financial Group. LLC, 2023-present • Insight Capital Management, 2023-present Item 3 Disciplinary Information This item discusses any disciplinary problems connected with Phillip Rice. There have been no disciplinary problems involving Scott Berg. Item 4 Other Business Activities • Independent Financial Group, LLC, a securities broker-dealer and investment advisor. • I am also a licensed insurance agent with many insurance companies • RS&S Corporation – managing family and personal real estate • Akido of Alamo – Martial Arts Instructor • Berg Financial – Shareholder and Trustee Item 5 Additional Compensation This item discusses any compensation in additional to investment advisory fees that he may receive in connection with giving investment advice to you. Scott Berg is a licensed life insurance agent with the state of California. Furthermore, if you elect to act on any of our recommendations, you are under no obligation to affect any through any particular broker- dealer or through any associated person. Item 6 Supervision This item gives you information about the company’s supervision of my investment advisory activities. Mr. Blodgett is the Chief Compliance Officer of the firm, and is supervised pursuant to the firm’s compliance policies and procedures, as well as its code of ethics. If you have any questions or concerns, please contact Dustin Blodgett, Managing Member and Chief Compliance Officer, at (925) 362-9571 or by email at dustin@ insightcapmgmt.com +1 (925) 362-9571 • info@insightcapmgmt.com • www.insightcapmanagement.com