Insight Folios

Insight Folios (CRD# 174411) is a financial advisory firm headquartered in Charlotte, NC. They manage $278,962,240 in 1,810 accounts and serve the financial needs of clients across 22 states (or territories).

Current Firm Details
11610 North Community House, Suite 100, Charlotte, NC 28277
https://www.linkedin.com/company/insightfolios/about/
By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    1,810
    ACCOUNTS
  • Average Account Value
    $154,123
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, HI, IL, MA, MD, ME, MI, MT, NC, NE, NH, NJ, NY, OH, OR, SC, TN, TX, WA

Financial Advisors at Insight Folios
Showing 11 - 15 of 15 top financial advisors.
11
Larry McCabe, financial advisor Charlotte NC
Larry G. McCabe
CRD#: 4235956
11610 North Community House, Suite 100, Charlotte, NC 28277

Larry McCabe (CRD# 4235956) is an Investment Advisor Representative working at Insight Folios in Charlotte, NC and has over 23 years of experience in the finance industry.

12
David Morgan, financial advisor Charlotte NC
David K. Morgan
CRD#: 7200756
11610 North Community House, Suite 100, Charlotte, NC 28277

David Morgan (CRD# 7200756) is an Investment Advisor Representative working at Insight Folios in Charlotte, NC and has over 4 years of experience in the finance industry.

13
Zachary Poitra, financial advisor Chattanooga TN
Zachary B. Poitra
CRD#: 1394587
Chattanooga, TN

Zachary Poitra (CRD# 1394587) is an Investment Advisor Representative working at Insight Folios in Chattanooga, TN and has over 24 years of experience in the finance industry.

14
Leigh Smith, financial advisor Charlotte NC
Leigh B. Smith
CRD#: 7493992
11610 North Community House, Suite 100, Charlotte, NC 28277

Leigh Smith (CRD# 7493992) is an Investment Advisor Representative working at Insight Folios in Charlotte, NC and has 1 year of experience in the finance industry.

15
Sean Sparkman, financial advisor Charlotte NC
Sean R. Sparkman
CRD#: 7259622
11610 North Community House, Suite 100, Charlotte, NC 28277

Sean Sparkman (CRD# 7259622) is an Investment Advisor Representative working at Insight Folios in Charlotte, NC and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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