INSIGHT CAPITAL MANAGEMENT

Part 2A of Form ADV: Firm Brochure Table of Contents Item 11 Code of Ethics, Participation or Interest in Item 4 Advisory Business .................................................. 2 Client Transactions and Personal Trading ........ 7 Item 12 Brokerage Practices ............................................ 8 Item 5 Fees and Compensation .................................... 2 Item 6 Performance-Based Fees and Side-By-Side Management ................................. 4 Item 13 Review of Accounts ............................................ 9 Item 7 Types of Clients .................................................... 4 Item 14 Client Referrals and Other Compensation ....... 9 Item 8 Methods of Analysis, Investment Item 15 Custody ................................................................ 10 Strategies and Risk of Loss .................................. 4 Item 16 Investment Discretion .......................................... 10 Item 17 Voting Client Securities ........................................ 10 Item 9 Disciplinary Information ....................................... 6 Item 10 Other Financial Industry Activities Item 18 Financial Information .......................................... 10 and Affiliations ..................................................... 6 This brochure provides information about the qualifications and business practices of Dustin Blodgett Insight Capital, LLC, CRD No. 314558. If you have any questions about the contents of this brochure, please contact us at (925) 362-9571 and/or dustin@insightcapmgmt.com. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Registration does not imply a certain level of skill or training. Additional information about Dustin Blodgett Insight Capital, LLC, also is available on the SEC’s website at www.adviserinfo.sec.gov Material Changes (since last update on 7/10/25) Insight Capital Management is required to identify and discuss material changes since the last time this brochure was updated. Michael Chapman is now an Investment Advisor Representative Our Name and Address: Dustin Blodgett Insight Capital, LLC d.b.a. Insight Capital Management 1390 Willow Pass Road Suite 960 Concord, CA 94520 Our Contact Information: Dustin Blodgett, Managing Member, Chief Compliance Officer (925) 362-9571 (925) 362-9577 (fax) dustin@insightcapmgmt.com +1 (925) 362-9571 • info@insightcapmgmt.com • www.insightcapmanagement.com 2/04/26  Item 4 Advisory Business This item gives you information about our advisory business. information that is relevant to the management of clients’ account(s). Dustin Blodgett Insight Capital, LLC (d.b.a. Insight Capital Management) is an LLC established in 2021, and owned by Dustin Blodgett, President and Chief Compliance Officer. The firm is registered with the Securities and Exchange Commission (“SEC”). We provide investment management, financial planning services, and educational workshops/seminars which generally encompass advice concerning the following types of investments: This information will then be used to make investment decisions and recommendations that reflect clients’ individual needs and objectives on an initial and ongoing basis. Adviser’s decisions and recommendations will allocate portions of clients’ account(s) to various asset classes classified according to historical and projected risks and rates of return. For non-discretionary accounts, Insight Capital Management will review all such recommendations with clients, and clients will have the opportunity Stocks and bonds listed on an exchange or traded over- the counter, municipal bonds, foreign securities, warrants, corporate debt, commercial paper, variable insurance products, US government securities, options contracts on securities and commodities, futures contracts, limited partnerships investing in real estate and in oil and gas interests, annuities, certificates of deposit and mutual funds. to accept or reject any recommendations. Clients are under no obligation to accept or implement any recommendation made by Insight Capital Management. For discretionary accounts, Insight Capital Management is granted a limited power of attorney to execute transactions without necessarily consulting client in advance. Clients may impose restrictions on investing in certain securities or types of securities so long as such restrictions may reasonably be implemented by Adviser. We may provide educational seminars/workshops for our clients as a compliment to existing investment management or financial planning services. Clients pay no additional fee and at this time we do not forsee any other possible conflicts of interest from these arrangements. We may furnish investment supervisory services to you in the following manner (tailored to your individual needs and subject to any restrictions imposed by you and subject to your prior acceptance): We will monitor your situation periodically throughout the year and call you as necessary. We may receive discretionary authority from you to effect transactions. You will be billed for this type of service quarterly on the first day of the following quarter after the work has been performed. Insight Capital Management tailors its advisory services to the individual needs of its clients by taking We do not participate in any wrap fee programs. Assets Under Management (as of 02/04/2026): Insight Capital Management manages $330,500,000 in client assets on a discretionary basis and $0 on a non-discretionary basis. the time to understand clients’ current financial condition, goals, risk tolerance, income, liquidity requirements, investment time horizon, and other Item 5 Fees and Compensation This item gives you information about the fee or other compensation we may receive from you or from others in connection with or as a result of giving you investment advice. accounts. We can prepare a financial plan based on your specific needs and circumstance. Our fee to create a financial plan can be up to $2,500. For the specific financial plan, fees are payable when the advice and plan is delivered to you. You will be billed for investment supervisory services quarterly after the work Our fees range from 0% to 2% of the assets under management per annum, prorated quarterly and based on the managed assets at the end of the quarter just completed. Our fees are negotiable. We also charge a one-time financial planning fee for clients wishing to have this service. This fee is in addition to the asset-based fee for managing the  obligation to effect any transactions through any particular broker-dealer or through any associated person. You have the option to purchase investment products or insurance products that we recommend through any brokers or agents that you desire to use. has been performed on the first day of the following quarter. We do not bill any fees in advance. Our quoted fee will be based on the assets under management per annum, prorated quarterly and based on the managed assets at the end of the quarter. You will pay additional fees to others in connection with your investments, such as 12b-1 and other mutual fund expenses, brokerage and other transaction costs to the executing broker, custodial fees and so on. We do not receive any portion of any broker-dealer and/ or custodial fees. (Please also see Item 12 for additional information on our recommendation of brokers for you). Direct Debiting: We will deduct these fees from your account with the custodian if you have elected in writing for us to do so. The custodian will send you a quarterly statement showing all disbursements for your account, including the amount of the advisory fee. You should compare the account statements you receive from your account custodian(s) with those account statements you receive from us. It is not the responsibility of the custodian(s) to do this for you. If you decide to terminate your relationship with Insight Capital Management, upon termination of our agreement to manage your accounts, we will bill the prorated amount of investment advisory fees from your account. Lower or higher fees for comparable services may be available from other sources. Either you or we may terminate a contract by written notice to the other delivered either personally or by mail. Stripe billing: Initial Set-Up: We will connect you to a third-party credit card processing service, Stripe. They will work with you to establish payment method and require you to sign their disclosures and agreements. Making Payments: Once your agreement has been set up, payments will automatically collect as per your method of payment established with Stripe. Each time a payment is debited from your card as part of your agreement, a transaction confirmation email is generated by their system and sent to the email address they have on record. We do not have any dollar minimums or other requirements for accepting investment advisory accounts. For a new account that is opened during the quarter, we may bill the prorated amount for the time we spent managing your account as determined by the date the account was funded. From time to time and when appropriate for the particular client, Insight Capital Management will recommend annuities as a part of its insurance offerings, to its clients from Great West, an insurance provider. We are compensated from this arrangement based on our standard fee schedule and are paid from the clients’ investment accounts. Certain of our supervised persons are registered representatives of Independent Financial Group, LLC, an independent and unaffiliated broker-dealer and member of the Financial Industry Regulatory Authority. From time to time and when appropriate for the client, such supervised persons will earn an ordinary and customary commission from the sale of a security to a client in such capacity. This creates a conflict of interest, because such supervised persons have the potential to earn both commissions and advisory fee revenue from a client. The supervised persons address this potential conflict of interest by fully disclosing their relationships with Investment Architects, informing clients that they are under no obligation to purchase a security through them, and maintaining policies and procedures to reinforce our fiduciary duty to clients. Great West does not provide us with any economic benefit nor any commissions. We do not charge our clients any additional fees nor do we foresee any conflicts of interest from this relationship. We do not receive any incentives from offering these products to our clients. For invoicing, Great West deducts our management fee from their annuity investment account. Our clients will incur brokerage and transaction fees from TD Ameritrade, and Great West based on the sale and annuity services offered by our firm. Additionally, our Chief Compliance Officer reviews all investment advice given and all trading instructions given for you by us to watch for conflicts. You are under no obligation to act on our recommendations. Furthermore, if you elect to act on any of our recommendations, you are under no Some of our supervised persons are licensed to sell insurance products. This creates a conflict of interest in that our supervised persons have an incentive to recommend term life insurance since they will receive additional commission compensation as a result of such sales. We address this conflict of interest by fully disclosing our insurance agency relationships, but informing clients of the commission to be earned, and by advising clients that they are under no obligation to purchase any insurance product through our supervised persons or otherwise.  Item 6 Performance-Based Fees and Side-by-Side Management This item discusses whether we charge any Performance-Based Fees and, if we do, the procedures we have set up to protect you. We do not charge Performance-Based Fees. Item 7 Types of Clients This item tells you about the types of clients to whom we give investment advice. We do not have any dollar minimums or other requirements for accepting investment advisory accounts. We provide investment advice to the following types of clients: Individuals (including high net worth individuals), trusts, estates, foundations and charitable organizations, corporations or other business entities, pension and profit-sharing plans. Item 8 Methods of Analysis, Investment Strategies and Risk of Loss This item discusses the way we analyze securities investments, the investment strategies we use in suggesting investments for you and the risk of loss you may incur in making investments. minimize this risk. Below is a discussion of some types of risk that you may encounter in securities investing: Credit risk We may use charting or fundamental analysis technical or cyclical analysis in looking at your accounts. One of the reasons that we utilize more than one type of analysis is to reduce risks induced by utilizing only one type of analysis (see discussion of risk below). The issuer of a security in which you invest, either directly or through a mutual fund, may default (may be unable to pay the principal or to make interest payments, or otherwise fulfill its obligations to investors) or in some cases may even decide to stop or reduce dividends. In general, the investment strategies we use to implement any investment advice that we give to you might include either long term purchases (securities held at least a year), or short-team investments (securities sold within a year). If the issuer of your security falls out of favor or has its credit rating cut, the price could fall and you could lose money if you need to sell before maturity. If the issuer goes bankrupt, you could lose it all. Every type of investment analysis has its drawbacks and risks (see discussion of risk above). So does each type of investment strategy. Many of the risk factors discussed above apply to the various types of analysis and strategy. Economic Risk The state of the nation’s or the world’s economy may change drastically and that may well affect your investments. Foreign Exchange Risk If you invest in a foreign security, it may go up in value but, when you sell it and attempt to turn it into cash from selling it you may find that a change in the rate for exchanging foreign funds into US dollars wipes out some or all of your profit. There is always a risk of loss connected with investing. This is true whether you are investing in securities or in other types of investments. You, as an investor, should be prepared to accept this risk. One way to lessen it is to diversify your investments so that when one goes down another may rise Part of our job as your investment advisor is to help you understand and manage this risk and to suggest ways for you to  Inflation Risk Investors typically are locked into the interest rate paid on bonds. If inflation should rise dramatically, the after inflation return on bonds can be negatively affected. As a result, the bond would likely lose value in the open market. Market risk In making an investment you are usually betting that the market will behave in a way that will be to your advantage. That does not often hold true over a long period of time and it sometimes does not even hold true over a short period either. Revenue Risk Bonds that are dependent on revenue streams from specific projects such as toll roads and bridges may rely on the ability of the project to meet revenue projections (note that many municipal bonds are backed by the taxing authority of the issuer, rather than a revenue source as outlined here). Interest Rate Risk If you are investing to realize a certain amount of income and that income stream is dependent on the investment paying a certain interest rate, changing conditions may affect that interest rate and your income from that investment. If rates in the market rise, the underlying market value of existing bonds with a lower yield can decline. If you decide to sell a bond before maturity, this could result in a loss of principal value. Volatility Risk This is the measure of uncertainty in the future price of an asset. It is a measure of price fluctuations over time represented by annualized standard deviation. If an asset has rapid dramatic price swings, volatility will be high. If asset price is consistent and rarely changes, volatility will be low. If you buy a bond or other fixed-income investment and interest rates subsequently rise, the price of your bond will probably fall. The longer the maturity of your bond, the bigger the drop. If you need to sell it before it matures, you could get back less than you paid. (The reverse is also true: if interest rates fall, the bond’s price will rise.) You can mitigate this risk by never buying a bond that matures before you need the money. Liquidity risk The ability to sell a bond in the open market requires a buyer. If an investment has gained value since you bought it but you can’t find a buyer for it when you want to sell it, it is illiquid at that point and you may not be able to liquidate it for current intrinsic value. Some bonds, from smaller issuers in particular, may not have broad appeal to investors, potentially driving down the price in the open market. Many fixed-income investments don’t trade in large numbers or very often. If you need to sell in a hurry, it might be at a fire sale price. Management risk If you are investing in mutual fund shares and the particular mutual fund is an “actively managed fund” then there is no guarantee that the investment manager’s decisions regarding investment techniques, risk analysis and other matters will produce the desired results that you are seeking.  Item 9 Disciplinary Information This item discusses any disciplinary events that have involved this firm. There have been no disciplinary problems involving our firm or any of our firm’s personnel. Item 10 Other Financial Industry Activities and Affiliations This item discusses any other financial industry activities and associations of us or of our executive officers. funds and direct participation programs through Independent Financial Group, LLC, and Great West, an insurance company. Neither our firm nor any of its management persons has any relationship or arrangement that is material to its advisory business or to its clients with any related person listed below: i. investment company or other pooled investment vehicle (including a mutual fund, closed-end investment company, unit investment trust, private investment company or “hedge fund,” and offshore fund) ii. other investment adviser or financial planner iii. futures commission merchant, commodity pool operator, or commodity trading advisor iv. banking or thrift institution v. accountant or accounting firm vi. lawyer or law firm Certain of our supervised persons are registered representatives of Independent Financial Group, LLC From time to time and when appropriate for the client, such supervised persons will earn an ordinary and customary commission from the sale of a security to a client in such capacity as registered representatives. This creates a conflict of interest, because such supervised persons have the potential to earn both commissions and advisory fee revenue from a client. The supervised persons address this conflict of interest by fully disclosing their relationships with Investment Architects, and informing clients that they are under no obligation to purchase a security through them. vii. pension consultant viii. sponsor or syndicator of limited partnerships Persons associated with us are also engaged in the businesses of giving investment advice and of selling fixed and variable insurance products, mutual From time to time and when appropriate for the particular client, Insight Capital Management will recommend annuities as a part of its insurance offerings to its clients from Great West, an insurance provider. We are compensated from this arrangement based on our standard fee schedule 1% and are paid from the clients’ investment accounts. Great West does not provide us with any economic benefit nor any commissions. We do not charge our clients any additional fees nor do we foresee any conflicts of interest from this relationship. We do not receive any incentives from offering these products to our clients. Insight Capital Management has entered a solicitor arrangement with The Pacific Financial Group (“TPFG”) (CRD No. 105203), an SEC registered investment adviser that provides investment advisory services to, among others, the participants of retirement plans subject to the Employee Retirement Income Security Act of 1974 (“ERISA”).  Insight Capital Management has entered an agreement to be a Financial Advisor for 401(k) plans offered through Paychex Retirement Services. Insight Capital can now help manage the investments for businesses that use Paychex. Insight Capital may solicit participants of retirement plans to become clients of TPFG and makes recommendations to those participants to allocate their self-directed brokerage account assets into managed portfolios and/or mutual funds managed by TPFG. You are under no obligation to act on our recommendations. Furthermore, if you elect to act on any of our recommendations, you are under no obligation to effect any transactions through us, through any particular broker-dealer or through any associated person. In making investment allocation recommendations pursuant to this arrangement, plan participants should be aware that Insight Capital has a potential conflict of interest when it recommends that participants allocate assets from their core account to their self-directed brokerage account and also has a conflict of interest when it recommends that self-directed brokerage account assets be invested in TPFG’s managed portfolios and/or mutual funds. Item 11 Code of Ethics, Participation or Interest in Client Transactions and Personal Trading This item refers to our Code of Ethics and how you may obtain a copy. We have a Code of Ethics with provisions requiring supervised persons to comply with all applicable Federal and state securities laws that apply to our dealings with you and our other clients. already own. Any of these things may present a conflict of interest in that we or our associated persons may both receive investment advisory fees and securities earnings on our own. All such conflicts will be spelled out when we are working with you and you are under no obligation to act on our recommendations. All persons associated with us are considered to be “supervised persons”. All access persons must report their personal securities transactions and holdings periodically to the Chief Compliance Officer. He is required to review these reports. Furthermore, if you elect to act on any of our recommendations, you are under no obligation to effect any transactions through us, through any particular broker-dealer or through any associated person. All supervised persons are required to report any violations of our Code of Ethics promptly to the Chief Compliance Officer (or to such other persons we designate, provided the Chief Compliance Officer also receives reports of all violations). If we or persons associated with us buy or sell the same securities that we also submit trades for you at about the same time that could possibly constitute a conflict of interest. We will not trade ahead of you or in any way that would affect your trades and all trades (yours and ours) will be reviewed by our Chief Compliance Officer to assure that you are not harmed. We will provide each supervised person with a copy of our Code of Ethics and any amendments. Each supervised person is required to sign a receipt for the Code of Ethics and any amendments received by them. We will provide you, any of our clients or any prospective advisory client who desires a copy of our Code of Ethics with a copy of our code upon request. Any material conflicts of interest regarding us, our representatives or any of our employees, which could be reasonably expected to impair the rendering of unbiased and objective advice to you, have been provided to you. We or persons associated with us may buy or sell the same securities that we recommend that you buy or sell. We or persons associated with us may also recommend that you trade securities that we  Item 12 Brokerage Practices This item discusses the way we handle brokerage activities for you and for our other clients. clients, or both. Such products and services include We suggest discount brokers or custodians for brokerage or custodial services for you based upon the size of commission discounts when compared to full service brokers and our opinion of the relative quality of service, types of reports and other materials furnished to you and other clients and to us by the brokers, the services provided by the brokers or custodians to you and our other clients and to us, and the stability afforded by the recommended broker’s or custodian’s financial condition and general reputation in the investment community. (a) an online platform through which Insight Capital Management can monitor and review client accounts, access to proprietary technology that allows for order entry, (c) duplicate statements for client accounts and confirmations for client transactions, (d) invitations to the custodial broker-dealer(s)’ educational conferences, (e) practice management consulting, and (f occasional business meals and entertainment. The receipt of these products and services creates a conflict of interest to the extent it causes Insight Capital Management to recommend TD Ameritrade (now owned by Charles Schwab) as opposed to a comparable broker-dealer. Insight Capital Management addresses this conflict of interest by fully disclosing it in this brochure, evaluating TD Ameritrade (now owned by Charles Schwab) based on the value and quality of its services as realized by clients, and by periodically evaluating alternative broker- dealers to recommend. Insight Capital Management does not consider, in selecting or recommending custodial broker- dealers, whether Insight Capital Management or a related person receives client referrals from a custodial broker- dealer or third-party. Insight Capital Management considers several factors when recommending a custodial broker- dealer for client transactions and determining the reasonableness of such custodial broker-dealer’s compensation. Such factors include the custodial broker-dealer’s industry reputation and financial stability, service quality and responsiveness, execution price, speed and accuracy, reporting abilities, and general expertise. Assessing these factors as a whole allows Insight Capital Management to fulfil its duty to seek best execution for its clients’ securities transactions. However, Insight Capital Management does not guarantee that the custodial broker-dealer recommended for client transactions will necessarily provide the best possible price, as price is not the sole factor considered when seeking best execution. After considering the factors above, Insight Capital Management recommends TD Ameritrade (now owned by Charles Schwab) as the custodial broker- dealer for client accounts. Insight Capital Management does not routinely recommend, request, or require that a client direct Insight Capital Management to execute transactions through a specified custodial broker- dealer other than TD Ameritrade (now owned by Charles Schwab). Insight Capital Management retains the ability to aggregate the purchase and sale of securities for clients’ accounts with the goal of seeking more efficient execution and more consistent results across accounts. Insight Capital Management does not receive research and other soft dollar benefits in connection with client securities transactions, which are known as “soft dollar benefits”. However, the custodial broker-dealer(s) recommended by Insight Capital Management do provide certain products and services that are intended to directly benefit Insight Capital Management,  Aggregated trading instructions will not be placed if it would result in increased administrative and other costs, custodial burdens, or other disadvantages. If client trades are aggregated by Insight Capital Management, such aggregation will be done so as to not to disadvantage any client and to treat all clients as fairly and equally as possible. Item 13 Review of Accounts This item describes how we review your accounts and any reports you may receive. We will review your accounts on a quarterly basis at the least. GreatWest will send our client’s a statement each quarter. Each statement may also include the clients’ investment in mutual funds through sub- accounts with an annuity company. In addition to quarterly reports sent by custodians, we will provide quarterly reports to you on your various investments. All reports are reviewed You will also receive reports from the custodians of your securities. You should compare the account statements you receive from your account custodian(s) with those account statements you receive from us. It is not the responsibility of the custodian(s) to do this for you. in detail for accuracy and performance by a principal (at this point, by our Chief Compliance Officer), and if deemed necessary, we will contact you for discussion of relevant issues. You are encouraged to call at anytime if there are questions or concerns. Item 14 Client Referrals and Other Compensation This item discusses any compensation we may receive for referring you to other investment advisers or any other compensation we may receive from persons other than yourself for giving you investment advice. We do not currently compensate anyone for referring clients to us. Insight Capital Management has entered into a solicitor arrangement with The Financial Planning Group (“TPFG”) (CRD No. 105203), an SEC- registered investment adviser that provides investment advisory services to, among others, participants in retirement plans subject to the Employee Retirement Income Security Act of 1974 (“ERISA”). In making investment allocation recommendations pursuant to this arrangement, plan participants should be aware that Insight Capital has a potential conflict of interest when recommending that participants allocate assets from their core accounts to their self-directed brokerage accounts, and also has a conflict of interest when recommending that assets in self-directed brokerage accounts be invested in managed portfolios and/or mutual funds. Insight Capital may solicit participants of retirement plans to become clients of TPFG and make recommendations to those participants to allocate their self-directed brokerage account assets into managed portfolios and/or mutual funds managed by TPFG. Insight Capital may host client appreciation events and/or prospecting events and may receive financial support from fund companies or other ‘partners’ of the firm. The conflict of interest may arise from Insight Capital’s desire to send business or client assets to these firms. However, Insight Capital will never use client funds to seek an economic benefit from any of these supporting firms and explicitly states this to each firm wishing to support any event marketing hosted by Insight Capital.  Item 15 Custody This item reveals any types of custody we may have or may accept in the future. clients’ funds or securities pursuant to the SEC’s custody rule and subsequent guidance thereto. At no time will Insight Capital Management accept full custody of client funds or securities in the capacity of a custodial broker-dealer, and at all times client accounts will be held by a third-party qualified custodian as described in Item 12, above. For clients that do not have their fees deducted directly from their account(s) and have not provided Insight Capital Management with any standing letters of authorization to distribute funds from their account(s), Insight Capital Management will not have any custody of client funds or securities. For clients that have their fees deducted directly from their account(s) or that have provided Insight Capital Management with discretion as to amount and timing of disbursements pursuant to a standing letter of authorization to disburse funds from their account(s), Insight Capital Management will typically be deemed to have limited custody over such If a client receives account statements from both the custodial broker-dealer and Insight Capital Management or a third-party report provider, client is urged to compare such account statements and advise Insight Capital Management of any discrepancies between. Item 16 Investment Discretion This item discusses any types of investment discretion we may have or may accept to make securities trades for you. we have not obtained your written authorization to manage your accounts or to make discretionary trades for you we will each time obtain your permission to make a trade(s). We generally accept a written limited power of attorney from you to make discretionary trades for you. We would select the securities to be bought or sold and the amount of securities to be bought or sold for you, in accordance with your wishes. If Item 17 Voting Client Securities This item discusses our policy regarding voting proxies or other matters concerning your securities. do so, you can contact the issuer’s investor services department or the custodial broker to request that information. If you need help in obtaining these materials or have any questions, please contact us and we will be happy to assist you in obtaining those materials or answers to those questions. We do not vote your client securities or proxies. Usually the transfer agent of the company issuing the security will send proxy materials or other solicitations directly to you. In some cases, they will send those materials to your custodial broker. If you do not receive these materials directly and wish to Item 18 Financial Information This item shows any financial information we must provide to you. We do not bill any fees in advance. We do not require the prepayment of fees of more than $1,200 per client and for six months or more in advance. There are no financial conditions that would keep us from meeting any financial commitment to you or any other factors such as a bankruptcy petition that would require us to provide any financial information under this item. We do not have any custody of client funds or securities. 

Part 2B of Form ADV: Brochure Supplement February 2026 This brochure supplement provides information about Dustin Blodgett, individual CRD No. 5953002, Phillip Rice, individual CRD No. 6457898, Scott Berg, individual CRD No. 1053783, and Michael Chapman Individual CRD No. 8013203 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, Investment Advisor, 2011-2012 • Accuvest Global Advisors, Investment Advisor, 2012 – 2018, • Cetera Advisor Networks, Investment Advisor, 2019 –2019, Insight Capital Management LLC, Investment Advisor, A 2019-2021 • • Dustin Blodgett Insight Capital LLC, Investment Advisor, 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, Investment Advisor, 2012 - 2021 • Dustin Blodgett Insight Capital LLC, Investment Advisor, 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, Investment Advisor,1989-2021 • Berg Financial, Investment Advisor,1990-2023 • Arkadios Wealth, Investment Advisor, 2021-2023 • Independent Financial Group. LLC, Investment Advisor, 2023-present • Insight Capital Management, Investment Advisor, 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  Michael Chapman Item 2 Educational Background and Business Experience This item lists my education and my business experience. Michael Chapman, born 1983 • Brigham Young University 2009 – Master of Accounting (MAcc) • Brigham Young University 2009 – Bachelor of Science in Accounting Business Background: Insight Capital LLC, Investment Advisor Rep, 2024 - Present • Deloitte & Touche LLP, Audit Assistant, 2009 - 2011 • Elm Acres Inc., Owner & CEO, 2016 - 2022 • DURO Motorbikes, Owner & CFO, 2020 - 2023 • Item 3 Disciplinary Information This item discusses any disciplinary problems connected with Michael Chapman. There have been no disciplinary problems involving Michael Chapman. Item 4 Other Business Activities The advisor is the owner of Acquivest Inc., a corporation engaged in e-commerce and affiliate marketing activities. These activities are unrelated to the provision of investment advisory services and do not involve the recommendation of securities or financial products. The advisor devotes a limited amount of time to these activities, which are conducted outside of normal advisory business hours. 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. The advisor receives compensation from third parties in connection with e-commerce and affiliate marketing activities conducted through a separately owned entity. This compensation is unrelated to the provision of investment advisory services, does not involve advisory clients, and does not influence the advisor’s investment recommendations. Item 6 Supervision This item gives you information about the company’s supervision of my investment advisory activities. Michael Chapman is supervised by Dustin Blodgett, Chief Compliance Officer at Insight Capital Management. Michael 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