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Capital Insight Partners, LLC
Capital Insight Partners, LLC is an SEC-registered investment adviser and family office based in Scottsdale, Arizona. Founded in 2008, the firm provides investment management and comprehensive wealth management services to high net worth families, corporate retirement plans, and select financial advisors across the United States. With a minimum relationship size of $2 million, the firm’s services include global multi-asset class portfolio management, retirement and legacy planning, executive compensation and charitable strategies, and risk management. The team operates as an employee-owned, independent manager and focuses on long-term stewardship and collaborative client relationships. The firm has approximately 9 employees.
Investment Strategy
Capital Insight Partners employs a prudent, long-term stewardship approach to investing and wealth management. The firm provides global multi-asset class portfolio management, emphasizing diversified strategies across equities, fixed income, and alternative investments tailored to individual client needs. Their investment philosophy is grounded in independent research, disciplined risk management, and a collaborative, client-centric approach that seeks to protect and grow client wealth while supporting legacy and philanthropic goals. They serve a limited clientele and maintain a high-touch, bespoke advisory model, acting as 'CFO to the affluent' and leveraging Wall Street’s capabilities while exercising independent judgment.
Latest 13F Filing Activity
Capital Insight Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 162 equity positions with a total 13F market value of $604M. The fund increased holdings in Capital GRP Fixed Incm Etf T, Ishares TR, Ishares TR among other positions. Capital Insight Partners, LLC reduced exposure to Ishares TR, Unilever PLC, Canadian Pacific Kansas City among others.
Top Holdings
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PRAY | NEOS ETF TRUST | 5.00% | $30.2M | 963,550 | $24.46 | $31.36 | +$52.4K |
A AGG | ISHARES TR | 4.43% | $26.8M | 266,873 | $103.21 | $100.25 | -$150.6K |
I IVV | ISHARES TR | 4.17% | $25.2M | 37,600 | $427.79 | $669.30 | +$6.3M |
N NVDA | NVIDIA CORPORATION | 3.04% | $18.4M | 98,499 | $105.18 | $186.58 | +$4.0M |
X XLK | SELECT SECTOR SPDR TR | 2.78% | $16.8M | 59,662 | $180.32 | $281.86 | +$3.7M |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Birmingham, AL , United States | |
 | Partner | Scottsdale, AZ , United States | |
 | Partner | Phoenix, AZ , United States | |
 | Partner | Scottsdale, AZ , United States | |
T Troy Dayton | Senior Portfolio Manager | Phoenix, AZ , United States | |
 | Senior Portfolio Manager | Scottsdale, AZ , United States |
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