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| Insight Folios Inc
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|---|---|
| CRD # | 174411 |
| SEC # | 801-117138 |
| CIK # | 0001792942 |
| AUM | 331.3 M (2026-03-19) |
| Employees | 15 (100% Investors, 7% Brokers) |
| Fees | |
| Minimum | |
| Phone | 704-529-9500 |
| Address | 10800 Sikes Place Charlotte, NC 28277 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Oneok Inc /New/ | 11.2 | ||
| Omega Healthcare Investors Inc | 9.1 | ||
| AT&T Inc | 8.9 | ||
| Southern Co | 8.7 | ||
| Energy Transfer Equity LP | 8.7 | ||
| International Business Machines Corp | 8.5 | ||
| Realty Income Corp | 8.5 | ||
| AbbVie Inc | 8.4 | ||
| Altria Group Inc | 8.3 | ||
| Verizon Communications Inc | 8.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,155 | 214.7 |
| (b) Individuals (high net worth individuals) | 73 | 116.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (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 | 2,223 | 331.3 |
| By Discretionary | ||
| Discretionary | 2,223 | 331.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,223 | 331.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.3 | |
| Total | 2,223 | 331.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001792942] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 34 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Solano Wealth Investment Advisors LLC
✚
|
CA | 331.9 M |
|
Rainier Family Wealth Inc
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WA | 331.5 M |
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Charles Fish Investments Inc
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CA | 331.3 M |
|
Cambridge Financial Group Inc
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OH | 331.3 M |
|
Copley Financial Group Inc
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CA | 331.2 M |
|
Bernardi Asset Management LLC
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IL | 331.0 M |
|
Sandstone Asset Management Inc
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|
330.7 M | |
|
Alliance Wealth Strategies LLC
✚
|
VA | 330.7 M |
|
Signature Equity Partners LLC
✚
|
OH | 330.6 M |
|
Uniplan Investment Counsel Inc
✚
|
WI | 330.5 M |