Insignia Wealth Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,714,278
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
74
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
74
Average account size
$306,950
About
Insignia Wealth Advisory is a small, independent, fee‑only registered investment adviser that provides wealth management and financial planning to individuals (including high‑net‑worth clients), charitable organizations, and corporate clients. Services include ongoing investment management—developing client‑specific investment policies, asset allocation targets, and retirement account advice—and financial plans that the firm will deliver at no additional fee if elected by the client.
The firm applies Modern Portfolio Theory and a mix of passive and active strategies, using fundamental, technical, cyclical, and charting analysis to construct portfolios, and it may recommend outside managers or alternative investments when appropriate. Although it can accept discretionary authority, Insignia’s ADV shows the majority of its assets are managed non‑discretionarily (about $6.77M discretionary vs. $15.95M non‑discretionary as of 12/31/2025), and it also provides portfolio management services to institutional clients.
What is notable compared with many peers is that a substantial share of the firm’s assets are non‑discretionary and that it actively manages accounts for institutional entities—both outcomes that are uncommon for independent advisers of this size. The firm operates on a fee‑only basis without commission or performance‑based compensation, generally leaves proxy voting to clients, does not aggregate client trades into block orders, and relies on institutional custodian platforms for custody and operational support.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
ESG / Sustainable investing
Private / alternative investments
Fee options
1.5% annually
Account minimum: $1,000 Fee-only: Fee-only firm; compensation solely from clients for advisory services
Main office location
Insignia Wealth Advisory
615 4 Th Avenue
Opelika AL 36801, United States
Number of offices
1
Most active in
Insignia Wealth Advisory has reported serving >5 clients in these states in the last 12 months.
Alabama · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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