Insight Inv provides portfolio management for individuals and small businesses.
Insight Inv reports 92 clients. They include 59 high-net-worth individuals and 33 individual clients. Of its assets, 98.5% ($242M across 224 accounts) are managed with discretion; $3.77M across 4 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 36% | 5% |
| High-net-worth individuals | 64% | 95% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 33 | $12.7M | 5.2% | $386K |
| High-net-worth individuals | 59 | $233M | 94.8% | $3.95M |
| Total | 92 | $246M | 100% | $2.67M |
- Clients
- 33
- Regulatory AUM
- $12.7M
- AUM share
- 5.2%
- Avg. per client
- $386K
- Clients
- 59
- Regulatory AUM
- $233M
- AUM share
- 94.8%
- Avg. per client
- $3.95M
Total
- Clients
- 92
- Regulatory AUM
- $246M
- AUM share
- 100%
- Avg. per client
- $2.67M
- 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
- 0
Insight Inv is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Russell Kartub owns 75% or more of Insight Inv. The leadership team of Insight Inv includes Chief Compliance Officer Russell Kartub. It has 5 employees, 2 of them in advisory roles.
Leadership
Russell KartubManaging Member/Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Insight Inv LLC
Russell Kartub
Control person · since July 2013
Insight Inv’s regulatory assets grew 2.0× from $121M (May 2021) to $246M (March 2026); clients rose from 46 to 92 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $246M | 92 | 5 | 1 |
| February 2025 | $230M | 98 | 5 | 1 |
| June 2024 | $136M | 47 | 4 | 1 |
| March 2023 | $131M | 52 | 3 | 1 |
| March 2022 | $139M | 52 | 3 | 1 |
| May 2021 | $121M | 46 | 4 | 1 |
Besides its headquarters, Insight Inv has 0 offices, with 1 listed address in California.
California · 1 listed address
- 330 Illinois Street, El SegundoHQ
Contact and registration details
- Legal name
- Insight Inv LLC
- Headquarters
- 330 Illinois Street, El Segundo, CA 90245-4408
- Website
- insightinv.com
- Phone
- 310-426-6322
- SEC file
- 801-121494
- Founded
- 2014
- Structure
- California LLC
- Fiscal year end
- December
Insight Inv uses Charles Schwab ($246M) as custodian for its separately managed accounts. Insight Inv does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $246M100%
At year end, Insight Inv’s separately managed accounts were mostly in stocks (64%) and bonds (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $212M across 109 positions; the largest are Marvell Technology Inc. (6.2%), Applied Matls Inc. (4.7%) and Corning Inc. (4.6%).
What the accounts hold
- Stocks64%
- Funds15%
- Bonds19%
- State and local bonds16%
- U.S. government and agency bonds2%
- Investment grade corporate bonds1%
- Cash3%
Reported 13F holdings
- $212M
- Reported 13F value
- 109
- Positions
- 34.7%
- In the 10 largest
- +16.1%
- Value vs. prior quarter
- Marvell Technology Inc.6.2%
- Applied Matls Inc.4.7%
- Corning Inc.4.6%
- Apple Inc.4.3%
- First TR Exchange Traded FD · Risng Divd Achiv3.3%
- Alphabet Inc. · Cap Stk CL A3.1%
- Cisco Sys Inc.2.2%
- JPMORGAN Chase & CO2.1%
- Williams Sonoma Inc.2.1%
- International Business Machs2.0%
Together, the ten largest are 34.7% of reported value.
How many clients does Insight Inv have?
Insight Inv has 92 clients and manages $246 million for them, as of March 2026. They include 59 high-net-worth individuals and 33 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does Insight Inv offer?
Insight Inv provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Insight Inv use?
Insight Inv’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $246M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does Insight Inv have?
Insight Inv has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Insight Inv invest in?
At the end of its last fiscal year, Insight Inv’s separately managed accounts held 64% exchange-traded equities, 16% state and local bonds, 15% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 2% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Insight Inv?
Insight Inv’s direct owner is Russell Kartub (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does Insight Inv get paid?
Insight Inv is paid through a percentage of assets under management. 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
How do I contact Insight Inv?
Insight Inv’s main office is at 330 Illinois Street, El Segundo, CA 90245-4408. Its phone number is 310-426-6322. Its website is insightinv.com.