SourcingSourcing

INSIGHT SECURITIES, INC.

B54
CRD 5611·SEC 801-12999·HIGHLAND PARK, IL
AUM
$94.2M
$25M-$100M
Est. Revenue
$942K
@ 1% on AUM
Est. EBITDA
$283K
@ 30% margin
Est. Deal Value
$2.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INSIGHT SECURITIES, INC.
CRD
5611
SEC file #
801-12999
EIN
—
DBA names
—

Economics

AUM
$94.2M
AUM band
$25M-$100M
AUM trajectory
'20'26
$213.3M → $94.2M▼ -56%
Client mix
Corporations19
Individuals Other18
Individuals High Net Worth11

Operations

Employees (total)
25
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'20'26
10 advisors → 14 advisors▲ +40%
Primary office
HIGHLAND PARK IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
10/14/2025
ADV-W filed at
—
Website
insightamericas.net

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INTELLIGENICS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
INTELLIGENICS, INC.
LEGASPY, CARLOS JAVIER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INSIGHTAMERICAS.NET
Rdap Domain Creation Date
2013-02-13T22:15:30Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5386
Soi Zip Pct 200k Plus
0.3406
Soi Zip Returns 200k Plus
5,160
Soi Zip Total AGI
5,299,960
Fdic Zip Total Deposits
51,783,495,000
Fdic Zip Branch Count
381
Fdic Zip Top Banks
First Bank of Highland Park
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
47
Bc Firm Active IA Count
22
Bc Firm IAR Count
48
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First Bank of Highland ParkHighland Park, IL
Bell Federal Savings and Loan AssociationHighland Park, IL
Fdic Zip HHI
1377.6
Fdic Zip Top Bank Share Pct
29.53
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-02-13T22:15:30Z
Rdap Domain Last Changed
2025-02-14T19:05:08Z
Rdap Nameservers
Ns10.dnsmadeeasy.comNs11.dnsmadeeasy.comNs12.dnsmadeeasy.comNs13.dnsmadeeasy.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI28,077
Returns2,910
Stub 2
AGI58,560
Returns1,570
Stub 3
AGI85,084
Returns1,370
Soi Zip Total Business Income
162,001
Soi Zip Total Cap Gains
1,212,056
Soi Zip Total Dividends
317,990
Soi Zip Total Returns
15,150
Trust Company Affiliate
No

People (48)

48
MAKULA, MICHAEL JOSEPH MR.
IAR · Executive Officer · 2.5%
4643441
KIM, JAMES J
IAR · Executive Officer · 2.5%
6040592
LEGASPY, CARLOS JAVIER
IAR · Executive Officer · 2.5%
2148751
GAAFAR, OMAR JAMES
IAR · Executive Officer · 2.5%
4916775
CARMEN EMILIA DONA-DE-MISLE
IAR
4676183
Paulo Cristian Parra Hernandez
IAR
6649108
ROBERTO ANDRES AYALA SALCEDO
IAR
6414211
Nicolas Ariel Villarreal
IAR
6761770
DIANE CHRISTINE RYAN
IAR
4393251
JON M BAKER
IAR
1963095
GONZALO RICAUD
IAR
2244292
DANIEL HERRERA
IAR
6487539
MARIA GABRIELA CASTILLO CARRERO
IAR
7101269
LUIS E. ATRISTAIN
IAR
4663100
LEOPOLDO VAZQUEZ
IAR
2598163
BARBARA Ellen ERDMAN
IAR
6492539
MICHAEL J PINTO
IAR
6474385
ANDRES MIGDOEL ROSA GANDARA
IAR
6390683
DOMENECH MACIAS, JAIME
IAR
5303505
Arnold De Carrete
IAR
7729382
LETRICIA ELAYNE PRESTON
IAR
1474628
LUIS MIGUEL LERMA
IAR
6528302
MARILYN DIANE CARTER
IAR
1249368
JORGE ANDRES DIAZ PALACIOS
IAR
2472773
AUGUSTO GERMAN MEDAL TRINIDAD
IAR
6364260
Paul Emmet Pulte
IAR
5366902
Michael Cruz
IAR
7004018
PATRICIA MARIE COUTRE
IAR
2384386
RAMIRO IGNACIO PARES
IAR
6071139
DIEGO DE LA LAMA
IAR
2943100
DAVID J GRAFF
IAR
6241398
EMILE ANDRES DE BOYRIE
IAR
2372344
DIEGO YUAN POLENGHI
IAR
1930624
ANDRES ELOY MARCANO
IAR
6520187
CHAVIRA, MYRNA, ESTELA
IAR
4604459
JOSE OLIVERAS MESEQUER
IAR
4147670
Francisco Javier Gornes
IAR
7562749
Dhimitri Agolli
IAR
6823313
ANDRES F LARREA
IAR
5769212
NILDA MELGAREJO DE BOYRIE
IAR
2385560
AUGUSTO GERMAN MEDAL
IAR
2099967
JULIO ENRIQUE BACA
IAR
2520087
Frank Garcia
IAR
2411924
ROBERTO HERNANDEZ
IAR
4689282
ZURI IDOETA
IAR
2467417
MARCO ANTONIO PEREZ
IAR
7235884
ERIKA MARIA BADILLO
IAR
5026565
Franco Tucciarelli Herrera
IAR
6833618