Insight 2811 Inc
- Regulatory AUM
- $340M
- Discretionary
- $335M
- Clients
- 345
- Avg AUM / client
- $984K
- Accounts
- 839
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Investments (13F portfolio — 99 positions, $239,104,795)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | SHORT TERM TREAS | $49,843,453 | 851,443 | 20.8% | 14.7% |
| 2 | Ishares Tr | 20 YR TR BD ETF | $23,507,901 | 271,172 | 9.83% | 6.92% |
| 3 | Ishares Tr | CORE S&P500 ETF | $21,593,853 | 33,058 | 9.03% | 6.36% |
| 4 | Ishares Tr | CORE US AGGBD ET | $21,073,282 | 212,282 | 8.81% | 6.21% |
| 5 | Ishares Tr | 1 3 YR TREAS BD | $17,438,289 | 211,194 | 7.29% | 5.14% |
| 6 | Ishares Tr | RUS 1000 VAL ETF | $12,761,299 | 59,724 | 5.34% | 3.76% |
| 7 | State Str Spdr S&P 500 Etf T | TR UNIT | $9,109,963 | 14,008 | 3.81% | 2.68% |
| 8 | Vanguard Scottsdale Fds | LONG TERM TREAS | $7,486,685 | 135,249 | 3.13% | 2.2% |
| 9 | Ishares Tr | CORE MSCI EAFE | $7,280,040 | 80,416 | 3.04% | 2.14% |
| 10 | Spdr Series Trust | STATE STREET SPD | $4,527,383 | 49,404 | 1.89% | 1.33% |
| 11 | Vanguard Admiral Fds Inc | 500 VAL IDX FD | $3,006,676 | 14,754 | 1.26% | 0.89% |
| 12 | Ishares Tr | RUS 1000 GRW ETF | $2,789,509 | 6,542 | 1.17% | 0.82% |
| 13 | Berkshire Hathaway Inc Del | CL B NEW | $2,395,042 | 4,998 | 1.0% | 0.71% |
| 14 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $2,150,844 | 33,565 | 0.9% | 0.63% |
| 15 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $2,141,790 | 42,320 | 0.9% | 0.63% |
| 16 | Ishares Tr | RUS MD CP GR ETF | $2,112,443 | 16,488 | 0.88% | 0.62% |
| 17 | Invesco Qqq Tr | UNIT SER 1 | $2,016,131 | 3,493 | 0.84% | 0.59% |
| 18 | Apple Inc | COM | $1,950,376 | 7,685 | 0.82% | 0.57% |
| 19 | Ishares Tr | RUS MDCP VAL ETF | $1,489,317 | 10,219 | 0.62% | 0.44% |
| 20 | Barrick Mng Corp | COM SHS | $1,391,143 | 34,105 | 0.58% | 0.41% |
| 21 | Alphabet Inc | CAP STK CL C | $1,378,955 | 4,807 | 0.58% | 0.41% |
| 22 | Jpmorgan Chase & Co | COM | $1,357,499 | 4,615 | 0.57% | 0.4% |
| 23 | Schwab Charles Corp | COM | $1,340,249 | 14,261 | 0.56% | 0.39% |
| 24 | Johnson & Johnson | COM | $1,240,533 | 5,075 | 0.52% | 0.37% |
| 25 | Ishares Tr | RUS 2000 VAL ETF | $1,182,852 | 6,239 | 0.49% | 0.35% |
Top 25 of 99 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 226 | $73.5M | 21.6% |
| High net worth individuals | 105 | $234M | 69.0% |
| Pension and profit sharing plans | 8 | $27.7M | 8.16% |
| Charitable organizations | Fewer than 5 clients | $424K | 0.12% |
| Other investment advisers | Fewer than 5 clients | $353K | 0.1% |
| Corporations and other businesses | 6 | $3.2M | 0.94% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael James Lafontaine | Director, Treasurer | Oct 2009 (17y) | 25% – 50% | |
| Jeffrey Richardson Keen | Director, President, Chief Compliance Officer | Dec 2009 (17y) | 25% – 50% | |
| Christopher Allen Recker | Director, Chief Investment Officer, Secretary | Jun 2014 (12y) | 25% – 50% | |
| Ross Alan Blauwkamp | Registered representative | Nov 2019 (7y) | ||
| Michael Charles Vogel | Registered representative | Chartered Financial Consultant | Nov 2019 (7y) | |
| Barbara Jean Kelly | Registered representative | Jul 2022 (4y) | ||
| Bunn Fawcett | Registered representative | Apr 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 971 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $303M (89% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗