Insight Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Insight Capital Management is an SEC-registered advisory firm that serves individual and high‑net‑worth clients, as well as trusts, foundations and other entities, managing roughly $330 million for about 374 client relationships. The firm provides discretionary and non‑discretionary portfolio management, financial planning, and educational workshops/seminars, and generally charges asset‑based fees for advisory services.
The firm tailors investment recommendations to clients’ goals, risk tolerance and liquidity needs, using a mix of fundamental and technical analysis and employing both long‑term and short‑term strategies; accounts are reviewed at least quarterly and the firm typically recommends TD Ameritrade/Charles Schwab as custodian to execute trades. Insight Capital also recommends annuity products from Great West as part of some client plans, may obtain limited trading authority for discretionary accounts, and offers one‑time financial planning engagements.
What is noteworthy about the firm relative to many peers is that certain supervised persons are registered representatives of an unaffiliated broker‑dealer (Independent Financial Group) and the firm maintains affiliations that permit commissionable securities and insurance sales, a structure that the brochure identifies as creating potential conflicts of interest and which the firm addresses through disclosure and compliance procedures. The firm also maintains solicitor and retirement‑plan relationships (including arrangements with TPFG and Paychex Retirement Services) that can lead to recommendations to allocate plan assets to specific managed portfolios, and these referral arrangements are disclosed to clients.
Client services
Expertise
Fee options
Financial planning fee up to $2,500 (one-time fee, payable when plan is delivered).
0% to 2% annually (negotiable, prorated quarterly)
Certain supervised persons earn ordinary and customary commissions from sales of securities and insurance products.
Main office
See office1390 Willow Pass Road, Suite 960
Concord CA 94520
Advisors at this office
2
Offices (2)
Most active in
California · Texas · Washington
Also doing business as
Dustin Blodgett Insight Capital · Dustin Blodgett Insight Capital, LLC · Insight Capital Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Dustin B
CFP®, Series 63, Series 65
Concord, CA
Insight Capital Management
Dustin Blodgett is a CFP® with 13 years of industry experience, currently serving as an advisor at Insight Capital Management in Concord, CA. He has previously worked at firms including Independent Financial Group, Arkadios Capital, and AccuVest Global Advisors. Outside of advisory work, he is an agent providing term life insurance to clients. Insight Capital Management is an SEC-registered advisory firm that serves individual and high-net-worth clients, trusts, and foundations, managing approximately $330 million across about 374 client relationships. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational seminars, tailoring investment strategies to client goals using fundamental and technical analysis with quarterly account reviews.
Scott B
Series 63
San Ramon, CA
Insight Capital Management
Scott Berg is a financial advisor at Insight Capital Management with over 43 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Resource Investment Architects, Inc. and Arkadios Wealth. Outside of his advisory role, he is a martial arts instructor serving as a sensei at Aikido of Alamo. Insight Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and foundations. The firm offers portfolio management, financial planning, and educational workshops, using a combination of fundamental and technical analysis to tailor investment strategies to clients’ goals, risk tolerance, and liquidity needs.
Phillip R
Series 65
San Ramon, CA
Insight Capital Management
Phillip Rice is a financial advisor at Insight Capital Management with five years of industry experience. He holds a Series 65 designation and has been with Insight Capital Management since 2012. The firm serves individual and high-net-worth clients, as well as trusts, foundations, and other entities, managing approximately $330 million across about 374 client relationships. Insight Capital Management provides discretionary and non-discretionary portfolio management, financial planning, and educational workshops, tailoring investment recommendations to clients’ goals and risk tolerance using a combination of fundamental and technical analysis.
Michael C
Series 65
Concord, CA
Insight Capital Management
Michael Chapman is a financial advisor at Insight Capital Management with a Series 65 designation and experience starting in 2024. Prior to joining Insight Capital Management, he worked at Elm Acres Inc. and Acquivest Inc. Insight Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as trusts, foundations, and other entities. The firm manages approximately $330 million across about 374 client relationships and offers portfolio management, financial planning, and educational workshops, using a combination of fundamental and technical analysis tailored to clients’ goals and risk tolerance.
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