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)
| Min | Max | Marginal Fee Rate |
|---|---|---|
| $0 | and above | 2.00% |
Illustrative Fee Rates
| Total Assets | Annual Fees | Average 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