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Insight Folios Inc

● SEC registered since 2019CRD 174411SEC# 801-117138Charlotte, NC
Export (members)
Reg. AUM
$341.4M
Employees
15
Accounts
2,163
Location
Charlotte, NC

Insight Folios Inc assets under management

Insight Folios Inc is a registered investment adviser overseen by the SEC based in Charlotte, NC. The firm has been registered since 2019. It reports $341.4 million in regulatory assets under management and employs 15 people.
www.dursocapital.comView on SEC.gov ↗

Insight Folios Inc owners & executives

2 reported
NameTitleOwnershipSince
Bryan Richard Dustman ControlChief Compliance OfficerUnder 5%2025
Paul Leonard Durso ControlPresidentOver 75%2014

Frequently asked questions

How much does Insight Folios Inc manage?

Insight Folios Inc reports $341.4 million in regulatory assets under management on its Form ADV.

How many employees does Insight Folios Inc have?

Insight Folios Inc reports 15 employees.

Where is Insight Folios Inc located?

Insight Folios Inc is based in Charlotte, NC and has been SEC-registered since 2019.

Does Insight Folios Inc disclose fund performance?

Insight Folios Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10800 Sikes Place, Suite 110, Charlotte, NC 28277
Phone(704) 529-9500
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1792942
Discloses disciplinary historyNo

Assets under management

Discretionary$340.5M
Non-discretionary$880K
Total (RAUM)$341.4M