CAPITAL INSIGHT PARTNERS, LLC

7328 East Deer Valley Road
Suite 105
Scottsdale, Arizona 85255
Tel: 480-295-7070

About CAPITAL INSIGHT PARTNERS, LLC

CAPITAL INSIGHT PARTNERS, LLC, formally registered with the SEC as CAPITAL INSIGHT PARTNERS, LLC. The firm was established in 07/14/2008. They have over 1 offices throughout the country.

CAPITAL INSIGHT PARTNERS, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $736,956,265 assets under management, offering retirement planning & investment advisory services to 971 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147165
SEC#	801-69421
Assets Managed by Firm	$736,956,265
No. of Clients	971
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (INVESTMENT COUNSELING)

Firm Client Information

	No. of Clients	AUM
Firm Total	971	$736,956,265
Individuals (other than high net worth individuals)	263	$102,596,743
High net worth individuals	156	$456,726,212
Pension and profit sharing plans	39	$141,464,265

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DAVIS SELECTED ADVISERS LP 3600 E. Hemisphere Loop Tucson, AZ, 85706-5041	$22,942,793,322	142	123
BALBEC CAPITAL MANAGEMENT LP 7114 E Stetson Drive, Suite 250 Scottsdale, AZ, 85251	$6,370,551,613	20	105
SMEAD CAPITAL MANAGEMENT, INC. 2502 East Camelback Road, Suite 210 Phoenix, AZ, 85016	$6,072,332,268	87	17

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