| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven and Kristen Nelson Joint Revocable Trust Control | Managing Member | Over 75% | 2008 |
| Susan Christine Anastasiadis | Managing Member And Chief Compliance Officer | 5-10% | 2010 |
| Kristen Lee Nelson Control | Managing Member | Over 75% | 2008 |
Capital Insight Partners, LLC reports $829.6 million in regulatory assets under management on its Form ADV.
Capital Insight Partners, LLC reports 9 employees.
Capital Insight Partners, LLC is based in Scottsdale, AZ.
Capital Insight Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7328 East Deer Valley Road, Suite 105, Scottsdale, AZ 85255 |
| Office hours | 8a.m. To 5p.m. |
| Discloses disciplinary history | No |
| Discretionary | $802M |
| Non-discretionary | $27.7M |
| Total (RAUM) | $829.6M |