Dustin Blodgett

INSIGHT CAPITAL MANAGEMENT

CONCORD, CA 94520

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CRD#: 5953002

Professional summary

Dustin Blodgett, CFP®, CIMA®, who also goes by Dustin James Blodgett, is a registered financial advisor currently at INSIGHT CAPITAL MANAGEMENT located in Concord, California and INDEPENDENT FINANCIAL GROUP, LLC located in Concord, California.

Dustin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Dustin has worked at 8 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dustin James Blodgett

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.

(1) BLODGETT REAL ESTATE HOLDINGS POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2024 ADDRESS: 119 Diablo Vista Court, Concord CA 94521, United States DESCRIPTION: Buying real estate to rent out (2) TERM INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020 ADDRESS: 1390 Willow Pass Road #960, Concord CA 94520, United States DESCRIPTION: PROVIDE TERM LIFE INSURANCE FOR CLIENTS IF NEEDED. (3) INSIGHT CAPITAL MANAGEMENT POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 100 START DATE: 04/01/2021 ADDRESS: 1390 Willow Pass Road #960, Concord CA 94520, United States DESCRIPTION: OUTSIDE RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Blodgett'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®

CFP^®

Certified Financial Planner

Start date: 2018

CIMA^®

Certified Investment Management Analyst

Experience

Current

June 7, 2021 - Present

INSIGHT CAPITAL MANAGEMENT

Office #1: 1390 Willow Pass Road Suite 960, Concord, CA 94520

RIA

CRD#: 314558

CONCORD, CA

Current

March 29, 2023 - Present

INDEPENDENT FINANCIAL GROUP, LLC

Office #1: 1390 Willos Pass Road #960, Concord, CA 94520

RIA

CRD#: 7717

CONCORD, CA

Past

December 9, 2021 - March 29, 2023

ARKADIOS CAPITAL

CRD#: 282710

San Ramon, CA

Past

August 6, 2021 - January 3, 2022

INVESTMENT ARCHITECTS, INC.

CRD#: 17774

San Ramon, CA

Past

September 11, 2019 - January 6, 2022

INSIGHT CAPITAL MANAGEMENT, LLC

RIA

CRD#: 176530

San Ramon, CA

Past

March 15, 2019 - September 5, 2019

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

WALNUT CREEK, CA

Past

March 15, 2019 - September 5, 2019

CETERA WEALTH SERVICES, LLC

CRD#: 13572

WALNUT CREEK, CA

Past

February 6, 2018 - June 14, 2018

ALT FUND DISTRIBUTORS LLC

CRD#: 146547

NEW YORK, NY

Past

December 22, 2012 - May 4, 2018

ACCUVEST GLOBAL ADVISORS, INC.

RIA

CRD#: 134096

WALNUT CREEK, CA

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".

INSIGHT CAPITAL MANAGEMENT

DUSTIN BLODGETT INSIGHT CAPITAL | INSIGHT CAPITAL MANAGEMENT | DUSTIN BLODGETT INSIGHT CAPITAL, LLC

CRD#: 314558 / SEC#: 801-121420

RIA

Registered Investment Advisory firm - (6/7/2021 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(3/29/2023)

Arkansas
(3/29/2023)

IAR

California
(6/7/2021)

California
(3/29/2023)

Colorado
(3/29/2023)

Idaho
(3/29/2023)

Montana
(4/4/2023)

Nevada
(3/29/2023)

Oregon
(3/30/2023)

South Carolina
(3/29/2023)

IAR

Texas
(2/23/2022)

Texas
(3/29/2023)

IAR

Washington
(6/7/2021)

Washington
(3/29/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 1/19/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/21/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/26/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/14/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/6/2018

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

INSIGHT CAPITAL MANAGEMENT

DUSTIN BLODGETT INSIGHT CAPITAL | INSIGHT CAPITAL MANAGEMENT | DUSTIN BLODGETT INSIGHT CAPITAL, LLC

CRD#: 314558 / SEC#: 801-121420

RIA

Registered Investment Advisory firm - (6/7/2021 Approved)

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Contact information

Main Address

1390 Willow Pass Road Suite 960, Concord, CA 94520

Mailing Address

Phone number

(925) 362-9571

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INSIGHT CAPITAL - ADV PART 2B (9/23/2025)

INSIGHT CAPITAL - ADV PART 2A BROCHURE (7/10/2025)

Regulatory assets under management

Total Number of Accounts	920
AUM (Assets Under Management)	$ 325,440,000

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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Advisor Monitoring

Firm Stability Insights

Dustin Blodgett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Blodgett's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

ARKADIOS CAPITAL

INVESTMENT ARCHITECTS, INC.

INSIGHT CAPITAL MANAGEMENT, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

ALT FUND DISTRIBUTORS LLC

ACCUVEST GLOBAL ADVISORS, INC.

Primary Firm SEC Registration

INSIGHT CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 1/19/2018

Series 65

Date: 12/21/2012

Series 7TO

Date: 3/26/2019

SIE

Date: 6/14/2018

Series 6

Date: 2/6/2018

FINRA

Current Firm

INSIGHT CAPITAL MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INSIGHT CAPITAL MANAGEMENT

TRUST BUT VERIFY

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