CAPITAL INSIGHT PARTNERS, LLC

SCOTTSDALE, Arizona·2 registered advisors·CRD# 147165

SEC# 801-694210480-295-7070

01

Firm Overview

AUM

$737M

Regulatory assets under management

Employees

10

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CAPITAL INSIGHT PARTNERS, LLC

2 registered advisors

Steven Thomas Nelson

SCOTTSDALE, Arizona

Susan Christine Anastasiadis

SCOTTSDALE, Arizona

05

Office Locations

SCOTTSDALE, Arizona

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Data sourced from SEC Form ADV filings. CAPITAL INSIGHT PARTNERS, LLC (CRD# 147165) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.