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Phillip Rice

Insight Capital Management

San Ramon, CA

CRD 6457898

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Employer firm

Insight Capital Management CRD 314558

$331M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Insight Capital Management

1390 Willow Pass Road Suite 960, Concord, CA 94520 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-30
  • CA RA
    APPROVED
    Since 2025-09-30

Branch Locations

2001 Crow Canyon Road Suite 150, San Ramon, CA 94583 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Insight Capital Management, Llc San Ramon CA 01/2012 07/2021
Insight Capital Management, Llc. San Ramon CA 07/2021 Present
  • 01/2012 → 07/2021
    Insight Capital Management, Llc
    San Ramon, CA
  • 07/2021 → Present
    Insight Capital Management, Llc.
    San Ramon, CA
Previous Registrations
  • 2020-02-21 → 2022-01-06
    Insight Capital Management, Llc
    San Ramon, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-21
  • S65 Uniform Investment Adviser Law Examination
    2020-02-21
Other Names
  • Philip Charles Rice
  • Phillip Charles Rice

View on SEC IAPD

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