Insight Financial, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 286467
· Tigard, OR
· www.insightria.com
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ADV data as of Mar 13, 2026
- Regulatory AUM
- $35.4M
- Discretionary
- $12.4M
- Clients
- 65
- Avg AUM / client
- $545K
- Accounts
- 109
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $6.5M | 18.4% |
| High net worth individuals | Fewer than 5 clients | $14.0M | 39.5% |
| Pension and profit sharing plans | 25 | $12.4M | 35.0% |
| Charitable organizations | Fewer than 5 clients | $2.5M | 7.06% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Erik C Bloomfeldt | Registered representative | Mar 2017 (9y) | ||
| Litonya Mia Allen | Registered representative | Jul 2023 (3y) |
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) | 03/13/2026 | 1.15 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $18.7M (53% of AUM) Mar 2026
- Adp Broker Dealer, Inc. $7.5M (21% of AUM) Mar 2026
- Paychex Securities Corporation $2.2M (6% 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 13, 2026.
View current Form ADV (SEC/IAPD) ↗