Capital Insight Partners, LLC

Capital Insight Partners, LLC (CRD# 147165) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $322,493,020 in 704 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    322
    MILLION
  • Total Number of Accounts
    704
    ACCOUNTS
  • Average Account Value
    $458,087
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, HI, MN, NV, TX

Financial Advisors at Capital Insight Partners, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Michael J. Fischer
CRD#: 1057145
5635 E. Thomas Rd., Phoenix, AZ 85018
96
Wealthminder
score

Michael Fischer (CRD# 1057145) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Phoenix, AZ and has over 34 years of experience in the finance industry. Michael Fischer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Craig J. McCrory
CRD#: 4986130
7328 East Deer Valley Road, Suite 105, Scottsdale, AZ 85255
96
Wealthminder
score

Craig McCrory (CRD# 4986130) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry.

3
Susan C. Anastasiadis
CRD#: 4162189
7328 East Deer Valley Road, Suite 105, Scottsdale, AZ 85255
93
Wealthminder
score

Susan Anastasiadis (CRD# 4162189) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Scottsdale, AZ and has over 16 years of experience in the finance industry.

4
Felipe A. Arratia
CRD#: 3165212
100 S. Fifth St., Ste 1968, Minneapolis, MN 55402
93
Wealthminder
score

Felipe Arratia (CRD# 3165212) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Minneapolis, MN and has over 6 years of experience in the finance industry.

5
Joshua M. Rebholz
CRD#: 6511493
100 S Fifth St., Ste 1968, Minneapolis, MN 55402
87
Wealthminder
score

Joshua Rebholz (CRD# 6511493) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.

6
Steven T. Nelson
CRD#: 1770674
7328 East Deer Valley Road, Suite 105, Scottsdale, AZ 85255
86
Wealthminder
score

Steven Nelson (CRD# 1770674) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry.

7
Lance T. Knight
CRD#: 4209562
10777 W Twain Ave, Suite 225, Las Vegas, NV 89135
83
Wealthminder
score

Lance Knight (CRD# 4209562) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Las Vegas, NV and has over 16 years of experience in the finance industry.

8
Mary G. Meyer
CRD#: 1068577
7328 East Deer Valley Road, Suite 105, Scottsdale, AZ 85255
83
Wealthminder
score

Mary Meyer (CRD# 1068577) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Scottsdale, AZ and has over 33 years of experience in the finance industry.

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