{"url":"https://nivawealth.com/firms/dustin-blodgett-insight-capital-314558","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/314558","regulatoryAum":330500000,"crd":"314558","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1053783","suffix":null,"lastName":"Berg","firstName":"Scott","middleName":"Alan"},{"crd":"5953002","suffix":null,"lastName":"Blodgett","firstName":"Dustin","middleName":null},{"crd":"8013203","suffix":null,"lastName":"Chapman","firstName":"Michael","middleName":"Ramon"},{"crd":"6457898","suffix":null,"lastName":"Rice","firstName":"Phillip","middleName":null}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-10","regulatoryAum":0,"clients":0,"employees":3,"offices":1},{"filedOn":"2022-03-17","regulatoryAum":210667620,"clients":306,"employees":3,"offices":1},{"filedOn":"2023-02-09","regulatoryAum":220601269,"clients":334,"employees":3,"offices":1},{"filedOn":"2024-03-26","regulatoryAum":281600000,"clients":368,"employees":5,"offices":1},{"filedOn":"2025-07-10","regulatoryAum":325440000,"clients":374,"employees":5,"offices":1},{"filedOn":"2026-02-13","regulatoryAum":330500000,"clients":343,"employees":5,"offices":1}],"secFileNumber":"801-121420","legalName":"Dustin Blodgett Insight Capital, LLC","displayName":"Dustin Blodgett Insight Capital","slug":"dustin-blodgett-insight-capital-314558","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2021","organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1390 Willow Pass Road, Suite 960","city":"Concord","state":"CA","stateName":"California","country":"United States","postalCode":"94520"},"tradeNames":[],"registration":{"secApproved":"7 June 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":963556.8513119534,"staff":{"employees":5,"advisory":4,"brokerDealerReps":1,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":330500000,"discretionary":330500000,"discretionaryAccounts":883,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":200,"regulatoryAum":71500000},{"label":"High-net-worth individuals","clients":143,"regulatoryAum":259000000}],"feePrograms":[{"role":"main","program":"Investment supervisory services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008949","versionId":1008949,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-02-13","documentName":"INSIGHT CAPITAL - ADV PART 2A BROCHURE","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial plan","summary":"One-time fee of up to $2,500 to create a financial plan, payable when the plan is delivered.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008949","versionId":1008949,"submittedOn":"2026-02-13","documentName":"INSIGHT CAPITAL - ADV PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T11:01:16.910196+00:00","documents":[{"name":"INSIGHT CAPITAL - ADV PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008949","versionId":1008949,"submittedOn":"2026-02-13"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008950","versionId":1008950,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":330500000}],"custodyNote":"Dustin Blodgett Insight Capital does not have custody of client assets.","leadership":[{"name":"Dustin Blodgett","title":"Chief Compliance Officer, Owner, Managing Member","crd":"5953002"}],"ownership":[{"label":"Dustin Blodgett","detail":"Chief compliance officer, owner, managing member in the 75% or more ownership band and a control person, since April 2021."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"1390 Willow Pass Road, Suite 960","city":"Concord","headquarters":true}]}],"brochureServices":["insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"925-362-9571","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":30},{"label":"Securities issued by registered investment companies or business development companies","percent":65},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"13 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/314558/PDF/314558.pdf","brochureDate":"13 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008949","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Dustin Blodgett Insight Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Dustin Blodgett Insight Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Dustin Blodgett Insight Capital charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Dustin Blodgett Insight Capital use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Dustin Blodgett Insight Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Dustin Blodgett Insight Capital invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Dustin Blodgett Insight Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Dustin Blodgett Insight Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Dustin Blodgett Insight Capital registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Dustin Blodgett Insight Capital?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 13 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}