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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Insight Partners LLC
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| CRD # | 147165 |
| SEC # | 801-69421 |
| CIK # | 0001664385 |
| AUM | $829.6 M (2025-04-01) |
| Employees | 9 (78% Investors, 11% Brokers) |
| Phone | 480-295-7070 |
| Address | 7328 East Deer Valley Road Scottsdale, AZ 85255 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 14.4 | ||
| Apple Inc | 12.6 | ||
| Microsoft Corp | 10.4 | ||
| Facebook Inc | 10.4 | ||
| Intuitive Surgical Inc | 9.3 | ||
| J P Morgan Chase & Co | 9.1 | ||
| Priceline Com Inc | 9.0 | ||
| Caseys General Stores Inc | 8.6 | ||
| Oracle Corp | 8.2 | ||
| Alphabet Inc | 7.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 97.0 |
| (b) Individuals (high net worth individuals) | 175 | 519.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 64.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 148.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 993 | 829.6 |
| By Discretionary | ||
| Discretionary | 978 | 802.0 |
| Non-Discretionary | 15 | 27.7 |
| Total | 993 | 829.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 829.6 | |
| Total | 993 | 829.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001664385] |
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TX | 0.8 |
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CA | 0.8 |
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IL | 0.8 |
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VA | 0.8 |
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Verum Partners LLC
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NC | 0.8 |
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Childress Capital Advisors LLC
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TX | 0.8 |