Insight Folios Inc
● SEC registered since 2019CRD 174411SEC# 801-117138Charlotte, NC
Reg. AUM
$331.3M
Employees
15
Accounts
2,223
Location
Charlotte, NC
About Insight Folios
Insight Folios is associated with Durso Capital, which provides financial planning, wealth management, and education across life phases in Charlotte. It highlights tools such as Simplicitree for clarifying retirement needs alongside tax, insurance, and investing resources.
Summary based on the firm’s website.
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 $331.3 million in regulatory assets under management and employs 15 people.
Insight Folios Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Richard Dustman Control | Chief Compliance Officer | Under 5% | 2025 |
| Paul Leonard Durso Control | President | Over 75% | 2014 |
Frequently asked questions
How much does Insight Folios Inc manage?
Insight Folios Inc reports $331.3 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
| Address | 10800 Sikes Place, Suite 110, Charlotte, NC 28277 |
| Phone | (704) 529-9500 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1792942 |
| Discloses disciplinary history | No |
Regulatory AUM
$331.3M▲ 19%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,389 advisers
EmployeesTop 30%
More than 70% of 16,799 advisers
Assets under management
$331.3Mregulatory AUM
Discretionary $331.3M