Dustin Blodgett Insight Capital provides financial planning, portfolio management for individuals and small businesses, and insurance. Financial planning was provided to 26–50 clients last fiscal year.
Dustin Blodgett Insight Capital reports 343 clients. They include 200 individual clients and 143 high-net-worth individuals. Of its assets, 100.0% ($331M across 883 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 22% |
| High-net-worth individuals | 42% | 78% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 200 | $71.5M | 21.6% | $358K |
| High-net-worth individuals | 143 | $259M | 78.4% | $1.81M |
| Total | 343 | $331M | 100% | $964K |
- Clients
- 200
- Regulatory AUM
- $71.5M
- AUM share
- 21.6%
- Avg. per client
- $358K
- Clients
- 143
- Regulatory AUM
- $259M
- AUM share
- 78.4%
- Avg. per client
- $1.81M
Total
- Clients
- 343
- Regulatory AUM
- $331M
- AUM share
- 100%
- Avg. per client
- $964K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Dustin Blodgett Insight Capital charges up to 2.00% a year for its Investment supervisory services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial plan
- One-time fee of up to $2,500 to create a financial plan, payable when the plan is delivered.
Dustin Blodgett owns 75% or more of Dustin Blodgett Insight Capital. The leadership team of Dustin Blodgett Insight Capital includes Chief Compliance Officer Dustin Blodgett. It has 5 employees, 4 of them in advisory roles.
Leadership
- Dustin BlodgettChief Compliance Officer, Owner, Managing Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Scott Alan Berg
- Dustin Blodgett
- Michael Ramon Chapman
- Phillip Rice
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 broker-dealer rep
- Owns 75% or more of Dustin Blodgett Insight Capital, LLC
Dustin Blodgett
Control person · since April 2021
Dustin Blodgett Insight Capital’s regulatory assets grew Infinity× from $0 (May 2021) to $331M (February 2026); employees rose from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $331M | 343 | 5 | 1 |
| July 2025 | $325M | 374 | 5 | 1 |
| March 2024 | $282M | 368 | 5 | 1 |
| February 2023 | $221M | 334 | 3 | 1 |
| March 2022 | $211M | 306 | 3 | 1 |
| May 2021 | $0 | 0 | 3 | 1 |
Besides its headquarters, Dustin Blodgett Insight Capital has 0 offices, with 1 listed address in California.
California · 1 listed address
- 1390 Willow Pass Road, Suite 960, ConcordHQ
Contact and registration details
- Legal name
- Dustin Blodgett Insight Capital, LLC
- Headquarters
- 1390 Willow Pass Road, Suite 960, Concord, CA 94520
- Website
- Not reported
- Phone
- 925-362-9571
- SEC file
- 801-121420
- Founded
- 2021
- Structure
- California LLC
- Fiscal year end
- December
Dustin Blodgett Insight Capital uses Charles Schwab ($331M) as custodian for its separately managed accounts. Dustin Blodgett Insight Capital does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $331M100%
At year end, Dustin Blodgett Insight Capital’s separately managed accounts were mostly in funds (65%) and stocks (30%).
What the accounts hold
- Stocks30%
- Funds65%
- Cash5%
How many clients does Dustin Blodgett Insight Capital have?
Dustin Blodgett Insight Capital has 343 clients and manages $331 million for them, as of February 2026. They include 200 individual clients and 143 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 February 2026
What services does Dustin Blodgett Insight Capital offer?
Dustin Blodgett Insight Capital provides financial planning, portfolio management for individuals and small businesses, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Dustin Blodgett Insight Capital charge?
Dustin Blodgett Insight Capital charges up to 2.00% a year for its Investment supervisory services. The fee is billed in arrears and is negotiable.
Source: INSIGHT CAPITAL - ADV PART 2A BROCHURE, filed 13 February 2026
Which custodians does Dustin Blodgett Insight Capital use?
Dustin Blodgett Insight Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $331M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 February 2026
How many financial advisors does Dustin Blodgett Insight Capital have?
Dustin Blodgett Insight Capital has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Dustin Blodgett Insight Capital invest in?
At the end of its last fiscal year, Dustin Blodgett Insight Capital’s separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Dustin Blodgett Insight Capital?
Dustin Blodgett Insight Capital’s direct owner is Dustin Blodgett (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 February 2026
How does Dustin Blodgett Insight Capital get paid?
Dustin Blodgett Insight Capital is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Dustin Blodgett Insight Capital registered with the SEC?
Yes, Dustin Blodgett Insight Capital has been registered with the SEC as an investment adviser since 7 June 2021. Its CRD number is 314558 and its SEC file number is 801-121420.
Source: Form ADV Part 1A, Item 1, filed 13 February 2026; IAPD firm record
How do I contact Dustin Blodgett Insight Capital?
Dustin Blodgett Insight Capital’s main office is at 1390 Willow Pass Road, Suite 960, Concord, CA 94520. Its phone number is 925-362-9571.