Intrinsic Insights LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Intrinsic Insights provides investment research to private clients through fee-based advisory engagements, special projects, and research reports, and it also publishes compensated articles on Seeking Alpha. The firm does not provide discretionary portfolio management, custody of client assets, or brokerage selection services.
The firm's research process emphasizes fundamental valuation and corporate analysis, including cash-flow projections, discounted cash flow, valuation multiples, sensitivity testing, and scenario analysis, along with studies of business models, management teams, corporate strategy, M&A activity, and industry dynamics. Research inputs include public sources, paid research services, and interviews with investor relations, sell‑side analysts, and company management, and the firm discloses the risks and limitations of its analytical methods.
Distinctive features for an investment-manager–category firm include a fee-only, engagement-based billing model with a stated hourly base rate ($165 per hour) rather than performance-based or percentage-of-assets fees, and compensation from publication on a third‑party platform. The firm is operated by a sole owner who is responsible for all supervision and research, and it recently removed subscription fees and newsletters from its offerings, reflecting a hybrid model of contracted private research and public paid publication.
Client services
Security ratings or pricing
Investment research engagements/special projects
Investment research engagements/special projects
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
$165 per hour plus expenses
Fee-only: $165 per hour plus expenses; all fees are negotiable
Main office location
Intrinsic Insights LLC
Vienna VA, United States
Number of offices
1
Most active in
Intrinsic Insights LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")