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Capital Insight Partners, LLC

CRD 147165SEC# 801-69421Scottsdale, AZ
Export (members)
No longer SEC-registered. Capital Insight Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$829.6M
Employees
9
Accounts
993
Location
Scottsdale, AZ

Capital Insight Partners, LLC assets under management

Capital Insight Partners, LLC is an investment advisory firm registered with the SEC based in Scottsdale, AZ. It reports $829.6 million in regulatory assets under management and employs 9 people.
View on SEC.gov ↗

Capital Insight Partners, LLC owners & executives

4 reported
NameTitleOwnershipSince
Steven and Kristen Nelson Joint Revocable Trust ControlManaging MemberOver 75%2008
Susan Christine AnastasiadisManaging Member And Chief Compliance Officer5-10%2010
Kristen Lee Nelson ControlManaging MemberOver 75%2008
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Frequently asked questions

How much does Capital Insight Partners, LLC manage?

Capital Insight Partners, LLC reports $829.6 million in regulatory assets under management on its Form ADV.

How many employees does Capital Insight Partners, LLC have?

Capital Insight Partners, LLC reports 9 employees.

Where is Capital Insight Partners, LLC located?

Capital Insight Partners, LLC is based in Scottsdale, AZ.

Does Capital Insight Partners, LLC disclose fund performance?

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

Contact & registration

Address7328 East Deer Valley Road, Suite 105, Scottsdale, AZ 85255
Office hours8a.m. To 5p.m.
Discloses disciplinary historyNo

Regulatory AUM

$829.6M▲ 13%
Jan '25 — $737MFeb '25 — $737MMar '25 — $829.6MApr '25 — $829.6MMay '25 — $829.6MJun '25 — $829.6MJul '25 — $829.6MAug '25 — $829.6MSep '25 — $829.6MOct '25 — $829.6MNov '25 — $829.6MDec '25 — $829.6MJan '26 — $829.6MFeb '26 — $829.6MMar '26 — $829.6MApr '26 — $829.6MMay '26 — $829.6MJun '26 — $829.6M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$829.6Mregulatory AUM
Discretionary $802MNon-discretionary $27.7M