Unclaimed Profile

David Robert Rice

INSIGHT CAPITAL MANAGEMENT, LLC·SAN RAMON, California

SIE, Series 7, Series 24, Series 63Clean record19 years registeredINSIGHT CAPITAL MANAGEMENT, LLC

2001 CROW CANYON ROAD, SAN RAMON, CA 94583CRD# 1233413Firm CRD# 176530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Robert Rice · SAN RAMON, CA

Registration

CRD #1233413 · INSIGHT CAPITAL MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INSIGHT CAPITAL MANAGEMENT, LLC

INSIGHT CAPITAL MANAGEMENT

Feb 2022 – Sep 2025

SAN RAMON, CA

RESOURCE INVESTMENT ARCHITECTS, INC.

Oct 2017 – Dec 2019

San Ramon, CA

INSIGHT CAPITAL MANAGEMENT, LLC

Jun 2016 – Jan 2022

SAN RAMON, CA

RICE PONTES CAPITAL, INC.

Jul 2007 – Nov 2016

SAN RAMON, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · July 9, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSIGHT CAPITAL MANAGEMENT, LLC

CRD 176530 · SEC 801-110464

AUM

$205M

Regulatory assets under management

Employees

395 client accounts

Services offered by INSIGHT CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INSIGHT CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Robert Rice offer?

David Robert Rice specializes in Financial Planning, Investment Management.

What are David Robert Rice's credentials?

David Robert Rice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Robert Rice located?

David Robert Rice is based in SAN RAMON, California, last registered with INSIGHT CAPITAL MANAGEMENT, LLC.

How does David Robert Rice charge for services?

David Robert Rice's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSIGHT CAPITAL MANAGEMENT, LLC?

INSIGHT CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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