This item gives you information about our advisory business.
Dustin Blodgett Insight Capital, LLC (d.b.a. Insight Capital Management) is an LLC established in 2021, and owned by Dustin Blodgett, President and Chief Compliance Officer. The firm is registered with the Securities and Exchange Commission (“SEC”). We provide investment management, financial planning services, and educational workshops/seminars which generally encompass advice concerning the following types of investments: Stocks and bonds listed on an exchange or traded over- the counter, municipal bonds, foreign securities, warrants, corporate debt, commercial paper, variable insurance products, US government securities, options contracts on securities and commodities, futures contracts, limited partnerships investing in real estate and in oil and gas interests, annuities, certificates of deposit and mutual funds. We may furnish investment supervisory services to you in the following manner (tailored to your individual needs and subject to any restrictions imposed by you and subject to your prior acceptance): We will monitor your situation periodically throughout the year and call you as necessary. We may receive discretionary authority from you to effect transactions. You will be billed for this type of service quarterly on the first day of the following quarter after the work has been performed. Insight Capital Management tailors its advisory services to the individual needs of its clients by taking the time to understand clients’ current financial condition, goals, risk tolerance, income, liquidity requirements,

investment time horizon, and other information that is relevant to the management of clients’ account(s). This information will then be used to make investment decisions and recommendations that reflect clients’ individual needs and objectives on an initial and ongoing basis. Adviser’s decisions and recommendations will allocate portions of clients’ account(s) to various asset classes classified according to historical and projected risks and rates of return. For non-discretionary accounts, Insight Capital Management will review all such recommendations with clients, and clients will have the opportunity to accept or reject any recommendations. Clients are under no obligation to accept or implement any recommendation made by Insight Capital Management. For discretionary accounts, Insight Capital Management is granted a limited power of attorney to execute transactions without necessarily consulting client in advance. Clients may impose restrictions on investing in certain securities or types of securities so long as such restrictions may reasonably be implemented by Adviser. We may provide educational seminars/workshops for our clients as a compliment to existing investment management or financial planning services. Clients pay no additional fee and at this time we do not forsee any other possible conflicts of interest from these arrangements. We do not participate in any wrap fee programs. Assets Under Management (as of 03/07/24): Insight Capital Management manages $281,600,000 in client assets on a discretionary basis and $0 on a non-discretionary basis.