Weston Capital Insights
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$12,689,614
Clients
27
Advisors
2
of 2 employees
About
Weston Capital Insights serves individuals (with an emphasis on high‑net‑worth clients), as well as charitable organizations and corporate clients, and also accepts foreign (non‑U.S.) persons. The firm provides discretionary and non‑discretionary portfolio management, model portfolio implementation, and standalone financial planning and consulting.
The firm combines fundamental, technical, and modern portfolio theory analyses and uses a range of time‑horizon strategies from long‑term holdings to short‑term trading, including the use of options and margin where suitable. Weston Capital Insight’s agreements permit performance‑based fee arrangements for qualified clients, and the brochure describes internal controls — such as allocation procedures and fair‑valuation practices — intended to address conflicts created by side‑by‑side management.
Compared with many peers, the firm notably maintains a significant non‑U.S. client base and explicitly discloses that it may structure different fee arrangements for foreign investors, and it routinely uses derivatives (options) within managed accounts. Weston Capital Insights is a newly registered, small adviser (two advisors, roughly 30 client relationships and approximately $10.5 million in assets) that does not vote proxies on client accounts, leaving proxy voting to clients themselves.
Client services
Expertise
Fee options
Financial planning and consulting services on a fixed fee basis up to $5,000, may exceed for complex services
Up to 2.00% annually, negotiable by client
Performance fee of 20% of returns exceeding quarterly thresholds, charged in addition to a 0.25% management fee; only for qualified clients with $1,000,000+ AUM or $2,100,000 net worth
Fee-only: Fixed fees for financial planning and consulting services up to $5,000, negotiable if complex or more time is required
Main office
Alpharetta GA
Advisors at this office
2
Most active in
Florida
Also doing business as
Rdl Capital LLC · Weston Capital Insights
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
Advisors at this firm
Daniel S
Series 65
Alpharetta, GA
Weston Capital Insights
Daniel Signorelli Heise is a financial advisor at Weston Capital Insights with a Series 65 designation and four years of industry experience. He previously worked at ABC Financial, Evo W12 LLC, and Sprinklr Inc. Heise is also a non-managing member of DGF 7 GP, LLC, a general partner to an unaffiliated venture capital fund. Weston Capital Insights serves high-net-worth individuals, charitable organizations, corporate clients, and foreign investors, offering discretionary and non-discretionary portfolio management, model portfolio implementation, and financial planning. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses and uses a variety of time-horizon strategies, including options and margin when appropriate.
Ronaldo B
Series 65
Alpharetta, GA
Weston Capital Insights
Ronaldo Bastos is a financial advisor at Weston Capital Insights with five years of industry experience. He holds a Series 65 designation and has worked exclusively at RDL Capital LLC dba Weston Capital Insights since 2018. Outside of advising, he is the owner of LOCANDA MIA INVESTMENTS, LLC. Weston Capital Insights serves high-net-worth individuals, charitable organizations, corporate clients, and non-U.S. persons, providing portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses and utilizes a range of strategies, including options and margin trading.
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