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Capital Insight Partners, LLC

CIK:0001664385
Investment Adviser
$830M AUM
163 holdings
Scottsdale, AZ, United States
Founded:2008
9 employees
cipinvest.com
Latest filing:Sep 30, 2025

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.

Top Buys
C
CGMUCAPITAL GRP FIXED INCM ETF T
+$13.8M
I
IXUSISHARES TR
+$6.6M
I
IVVISHARES TR
+$6.3M
S
SHLDGLOBAL X FDS
+$5.1M
N
NVDANVIDIA CORPORATION
+$4.0M
Top Sells
M
MUBISHARES TR
-$11.3M
U
ULUNILEVER PLC
-$2.5M
C
CPCANADIAN PACIFIC KANSAS CITY
-$2.3M
T
TMTOYOTA MOTOR CORP
-$2.1M
F
FDSFACTSET RESH SYS INC
-$1.9M

Top Holdings

P
PRAYNEOS ETF TRUST
+5.0%$30.2M
A
AGGISHARES TR
+4.4%$26.8M
I
IVVISHARES TR
+4.2%$25.2M
N
NVDANVIDIA CORPORATION
+3.0%$18.4M
X
XLKSELECT SECTOR SPDR TR
+2.8%$16.8M

Equity Positions (162)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
P
PRAY
NEOS ETF TRUST5.00%$30.2M963,550$24.46$31.36+$52.4K
A
AGG
ISHARES TR4.43%$26.8M266,873$103.21$100.25-$150.6K
I
IVV
ISHARES TR4.17%$25.2M37,600$427.79$669.30+$6.3M
N
NVDA
NVIDIA CORPORATION3.04%$18.4M98,499$105.18$186.58+$4.0M
X
XLK
SELECT SECTOR SPDR TR2.78%$16.8M59,662$180.32$281.86+$3.7M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+5.1%
SEMICONDUCTORS & RELATED DEVICES
+4.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.3%
NATIONAL COMMERCIAL BANKS
+2.5%
ELECTRONIC COMPUTERS
+2.4%

Investment Team (4)

NameRoleLocationLinkedIn
Caleb Cranton
Caleb Cranton		Portfolio ManagerBirmingham, AL , United States
Craig McCrory
Craig McCrory		PartnerScottsdale, AZ , United States
Susan Anastasiadis
Susan Anastasiadis		PartnerScottsdale, AZ , United States
T
Troy Dayton		Senior Portfolio ManagerPhoenix, AZ , United States