Weston Capital Insights

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Client assets under management

$12,689,614

Clients

100% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$469,986

About

Weston Capital Insights serves individuals (with an emphasis on high‑net‑worth clients), as well as charitable organizations and corporate clients, and also accepts foreign (non‑U.S.) persons. The firm provides discretionary and non‑discretionary portfolio management, model portfolio implementation, and standalone financial planning and consulting.

The firm combines fundamental, technical, and modern portfolio theory analyses and uses a range of time‑horizon strategies from long‑term holdings to short‑term trading, including the use of options and margin where suitable. Weston Capital Insight’s agreements permit performance‑based fee arrangements for qualified clients, and the brochure describes internal controls — such as allocation procedures and fair‑valuation practices — intended to address conflicts created by side‑by‑side management.

Compared with many peers, the firm notably maintains a significant non‑U.S. client base and explicitly discloses that it may structure different fee arrangements for foreign investors, and it routinely uses derivatives (options) within managed accounts. Weston Capital Insights is a newly registered, small adviser (two advisors, roughly 30 client relationships and approximately $10.5 million in assets) that does not vote proxies on client accounts, leaving proxy voting to clients themselves.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Financial planning and consulting services on a fixed fee basis up to $5,000, may exceed for complex services

Percentage

Up to 2.00% annually, negotiable by client

Performance-based

Performance fee of 20% of returns exceeding quarterly thresholds, charged in addition to a 0.25% management fee; only for qualified clients with $1,000,000+ AUM or $2,100,000 net worth

Other

Fee-only: Fixed fees for financial planning and consulting services up to $5,000, negotiable if complex or more time is required

Main office location

Weston Capital Insights

Alpharetta GA, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

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

Form ADV Part 2: Client Brochure

Quick links

Website (954) 745-9434

Advisors at this firm

Daniel S

Series 65

Alpharetta, GA

Weston Capital Insights

Daniel Signorelli Heise is a financial advisor at Weston Capital Insights with a Series 65 designation and four years of industry experience. He previously worked at ABC Financial, Evo W12 LLC, and Sprinklr Inc. Heise is also a non-managing member of DGF 7 GP, LLC, a general partner to an unaffiliated venture capital fund. Weston Capital Insights serves high-net-worth individuals, charitable organizations, corporate clients, and foreign investors, offering discretionary and non-discretionary portfolio management, model portfolio implementation, and financial planning. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses and uses a variety of time-horizon strategies, including options and margin when appropriate.

Active portfolio management Options & derivatives strategies Private / alternative investments

Ronaldo B

Series 65

Alpharetta, GA

Weston Capital Insights

Ronaldo Bastos is a financial advisor at Weston Capital Insights with a Series 65 designation and four years of industry experience. He has been with RDL Capital LLC dba Weston Capital Insights since 2018. Outside of his advisory role, he owns Locanda Mia Investments, LLC. Weston Capital Insights serves high-net-worth individuals, charitable organizations, corporate clients, and foreign investors. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses and uses a range of strategies from long-term holdings to short-term trading, including options and margin where appropriate.

Active portfolio management Options & derivatives strategies Private / alternative investments

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