Insight Advisors, Llc
- Regulatory AUM
- $786M
- Discretionary
- $782M
- Clients
- 899
- Avg AUM / client
- $874K
- Accounts
- 2,487
- Employees
- 22
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 11, 2026
Investments (13F portfolio — 243 positions, $525,470,900)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ea Series Trust | ARIN TACTICAL TA | $89,070,406 | 980,142 | 17.0% | 11.3% |
| 2 | Ea Series Trust | ALPHA ARCHITECT | $81,723,210 | 900,432 | 15.6% | 10.4% |
| 3 | Ea Series Trust | ALPHA ARCH 1-3 | $39,267,915 | 337,673 | 7.47% | 5.0% |
| 4 | State Str Spdr S&P 500 Etf T | TR UNIT | $21,941,477 | 33,739 | 4.18% | 2.79% |
| 5 | Nvidia Corporation | COM | $21,527,609 | 123,437 | 4.1% | 2.74% |
| 6 | Apple Inc | COM | $19,349,470 | 76,241 | 3.68% | 2.46% |
| 7 | Broadcom Inc | COM | $10,597,036 | 34,238 | 2.02% | 1.35% |
| 8 | Amazon Com Inc | COM | $9,072,866 | 43,563 | 1.73% | 1.15% |
| 9 | Alphabet Inc | CAP STK CL A | $7,464,766 | 25,959 | 1.42% | 0.95% |
| 10 | Invesco Qqq Tr | UNIT SER 1 | $6,642,240 | 11,509 | 1.26% | 0.85% |
| 11 | Vanguard Index Fds | S&P 500 ETF SHS | $6,636,231 | 11,106 | 1.26% | 0.84% |
| 12 | Vanguard Index Fds | GROWTH ETF | $6,146,537 | 14,072 | 1.17% | 0.78% |
| 13 | Microsoft Corp | COM | $5,996,777 | 16,201 | 1.14% | 0.76% |
| 14 | Alphabet Inc | CAP STK CL C | $4,316,292 | 15,046 | 0.82% | 0.55% |
| 15 | Spdr Gold Tr | GOLD SHS | $4,309,355 | 10,015 | 0.82% | 0.55% |
| 16 | Ishares Tr | CORE S&P500 ETF | $4,277,987 | 6,549 | 0.81% | 0.54% |
| 17 | First Tr Exchange Traded Fd | FT VEST GOLD | $4,272,652 | 167,358 | 0.81% | 0.54% |
| 18 | Advanced Micro Devices Inc | COM | $3,933,725 | 19,337 | 0.75% | 0.5% |
| 19 | Berkshire Hathaway Inc Del | CL B NEW | $3,822,579 | 7,977 | 0.73% | 0.49% |
| 20 | Vanguard Index Fds | VALUE ETF | $3,687,254 | 18,793 | 0.7% | 0.47% |
| 21 | First Tr Exchange Traded Fd | VEST HIGH YIELD | $3,643,879 | 189,193 | 0.69% | 0.46% |
| 22 | Vanguard World Fd | INF TECH ETF | $3,569,888 | 5,116 | 0.68% | 0.45% |
| 23 | Spdr Series Trust | STATE STREET SPD | $3,423,097 | 44,722 | 0.65% | 0.44% |
| 24 | Costco Wholesale Corporation | COM | $3,354,977 | 3,366 | 0.64% | 0.43% |
| 25 | Etf Opportunities Trust | HEDGEYE CAPITAL | $3,203,881 | 110,976 | 0.61% | 0.41% |
Top 25 of 243 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) | 667 | $170M | 21.6% |
| High net worth individuals | 227 | $610M | 77.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.8M | 0.36% |
| Corporations and other businesses | 5 | $3.4M | 0.43% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Joseph Mcinerney | Managing Member | Aug 2013 (13y) | 75% or more | |
| Matthew Mcinerney | Chief Compliance Officer & Vice President | Jun 2020 (6y) | Less than 5% | |
| Carla L. Simon | Registered representative | Aug 2013 (13y) | ||
| William Wolf | Registered representative | Aug 2013 (13y) | ||
| Jeffrey Cholish | Registered representative | Dec 2015 (11y) | ||
| Ryan Scott Davies | Registered representative | Apr 2016 (10y) | ||
| Paul Christopher Orihel | Registered representative | Jun 2016 (10y) | ||
| Bruce Thomas Brolle | Registered representative | Nov 2016 (10y) | ||
| William Meade Haskins | Registered representative | Jan 2017 (10y) | ||
| Keith Lee Becker | Registered representative | Jun 2017 (9y) | ||
| James Wong | Registered representative | Chartered Financial Consultant | May 2018 (8y) | |
| Matthew Joseph Charles | Registered representative | May 2020 (6y) |
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) | 05/11/2026 | 1.1 MB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $712M (91% of AUM) May 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: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗