Insight Folios Inc
- Regulatory AUM
- $331M
- Discretionary
- $331M
- Clients
- 1,228
- Avg AUM / client
- $270K
- Accounts
- 2,223
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,155 | $215M | 64.8% |
| High net worth individuals | 73 | $117M | 35.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Roberts Energy, Llc 401(k) Plan Roberts Energy, Llc | 2024 |
People (20)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Leonard Durso | President | Dec 2014 (12y) | 75% or more | |
| Charles Buddy Bowers | Chief Compliance Officer | Mar 2015 (11y) | Less than 5% | |
| Kenneth L Huffman | Registered representative | May 2015 (11y) | ||
| Bruce Romagnoli | Registered representative | Chartered Financial Consultant | Apr 2017 (9y) | |
| Ashok S Ramji | Registered representative | Sep 2019 (7y) | ||
| David Kyle Morgan | Registered representative | Nov 2019 (7y) | ||
| Sheila Rene Madrigal | Registered representative | Feb 2020 (6y) | ||
| Niki Waters Erb | Registered representative | Jul 2020 (6y) | ||
| Charles Halbert Dingman | Registered representative | Apr 2023 (3y) | ||
| Leigh Burwell Smith | Registered representative | Chartered Financial Consultant | Feb 2024 (2y) | |
| Kevin Marvin Wray | Registered representative | Jan 2025 (2y) | ||
| Wade Callender Menzies | Registered representative | Apr 2025 (1y) | ||
| Mark Hugh Rutledge | Registered representative | Chartered Financial Consultant | May 2025 (1y) | |
| Nelson Toney Sebra | Registered representative | May 2025 (1y) | ||
| Brian Mead Kiremidjian | Registered representative | Jun 2025 (1y) | ||
| Robert Renn Rothrock | Registered representative | Jun 2025 (1y) | ||
| Sterling Douglas Alexander | Registered representative | Jun 2025 (1y) | ||
| Kevin D Daniel | Registered representative | Sep 2025 (1y) | ||
| Michael Allen Fowler | Registered representative | Jan 2026 (1y) | ||
| Ryan Mc Neill | Registered representative | Jul 2026 (0y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Roberts Energy, Llc 401(k) Plan | Roberts Energy, Llc | 407 | $7.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 990 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
- • 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. $331M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 19, 2026.
View current Form ADV (SEC/IAPD) ↗