{"url":"https://nivawealth.com/firms/insight-strategic-wealth-147290","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/147290","regulatoryAum":400962959,"crd":"147290","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6420138","suffix":null,"lastName":"CONRY","firstName":"JAIME","middleName":"ALISON"},{"crd":"1266152","suffix":null,"lastName":"HIGH","firstName":"STEPHEN","middleName":"PATTERSON"},{"crd":"4667998","suffix":null,"lastName":"Hyde","firstName":"Deana","middleName":null},{"crd":"8048785","suffix":null,"lastName":"Jenkins","firstName":"Mahogany","middleName":"Paulino"},{"crd":"5544427","suffix":null,"lastName":"TAYLOR","firstName":"PATRICIA","middleName":"QUINBY"}],"total":5,"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":"2021-03-24","regulatoryAum":174658298,"clients":157,"employees":3,"offices":1},{"filedOn":"2022-07-26","regulatoryAum":190289532,"clients":166,"employees":3,"offices":1},{"filedOn":"2023-03-21","regulatoryAum":179487380,"clients":170,"employees":3,"offices":1},{"filedOn":"2024-04-23","regulatoryAum":224159462,"clients":186,"employees":3,"offices":1},{"filedOn":"2025-03-07","regulatoryAum":256902086,"clients":194,"employees":3,"offices":1},{"filedOn":"2026-08-06","regulatoryAum":400962959,"clients":263,"employees":7,"offices":2}],"secFileNumber":"801-113370","legalName":"Insight 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Schwab","location":"Westlake, TX","smaAssets":308020410},{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":91153205}],"custodyNote":"Insight Strategic Wealth does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Patricia Taylor","title":"Managing Member / Chief Compliance Officer","crd":"5544427"},{"name":"Jaime Conry","title":"Member","crd":"6420138"}],"ownership":[{"label":"Patricia Taylor","detail":"Managing member / chief compliance officer in the 75% or more ownership band and a control person, since January 2010."},{"label":"Jaime Conry","detail":"Member in the 10% to 25% ownership band, since August 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Tennessee","offices":2,"addresses":[{"street":"10107 Sherrill BLVD","city":"Knoxville","headquarters":true},{"street":"109 Westpark 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They include 137 high-net-worth individuals, 125 individual clients and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Insight Strategic Wealth offer?","answer":"Insight Strategic Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning.","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 Insight Strategic Wealth charge?","answer":"Insight Strategic Wealth charges up to 1.25% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and has a $4,000 annual minimum.","source":"INSIGHT STRATEGIC WEALTH, LLC FORM ADV PART 2, filed 6 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Insight Strategic Wealth use?","answer":"Insight Strategic Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $308M and National Financial Services LLC (Boston, MA), with $91.2M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Insight Strategic Wealth have?","answer":"Insight Strategic Wealth has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Insight Strategic Wealth invest in?","answer":"At the end of its last fiscal year, Insight Strategic Wealth’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 24% cash and equivalents, 5% U.S. government and agency bonds, 5% state and local bonds and 2% exchange-traded equities.","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 Insight Strategic Wealth?","answer":"Insight Strategic Wealth’s direct owners are Patricia Taylor (75% or more) and Jaime Conry (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 6 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Insight Strategic Wealth get paid?","answer":"Insight Strategic Wealth is paid through a percentage of assets under management and hourly charges. 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":"How do I contact Insight Strategic Wealth?","answer":"Insight Strategic Wealth’s main office is at 10107 Sherrill BLVD, Knoxville, TN 37932. Its phone number is 866-467-9756. Its website is insightstrategicwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 6 August 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."}