Donna E. Woodruff

CAPITAL INSIGHT PARTNERS

Scottsdale, AZ 85255

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CRD#: 3177558

Professional summary

Donna E Woodruff, AIF®, CFP®, who also goes by Donna Emily Pavia, is a registered financial advisor currently at CAPITAL INSIGHT PARTNERS, LLC located in Scottsdale, Arizona.

Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Donna has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donna Emily Pavia

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Donna started as a Director at Large with The Financial Planners Association Arizona on 01/01/2024. This is an investment-related position with a purpose of connecting to other financial planners and to others in the community. The address is c/o Premium Organization, 4745 N. 7th St., Phoenix, AZ 85014. She typically spends 16 trading hours/month working with this organization. She has not been assigned specific duties other than to help the organization run smoothly.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna E Woodruff's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

September 12, 2017 - Present

CAPITAL INSIGHT PARTNERS, LLC

Office #1: 7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255

RIA

CRD#: 147165

Scottsdale, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPITAL INSIGHT PARTNERS, LLC

CRD#: 147165 / SEC#: 801-69421

RIA

Registered Investment Advisory firm - (7/14/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(9/12/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/21/2017

Uniform Investment Adviser Law Examination

Current Firm

CAPITAL INSIGHT PARTNERS, LLC

CRD#: 147165 / SEC#: 801-69421

RIA

Registered Investment Advisory firm - (7/14/2008 Approved)

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Contact information

Main Address

7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255

Mailing Address

Phone number

(480) 295-7070

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 - APPENDIX 1 - WRAP (3/14/2025)

ADV PART 2 - NON-WRAP (3/14/2025)

Regulatory assets under management

Total Number of Accounts	993
AUM (Assets Under Management)	$ 829,630,377

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Donna E. Woodruff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna E Woodruff's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL INSIGHT PARTNERS, LLC

Primary Firm SEC Registration

CAPITAL INSIGHT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/2017

Current Firm

CAPITAL INSIGHT PARTNERS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL INSIGHT PARTNERS, LLC

TRUST BUT VERIFY

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