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Chief Compliance Officer · Insight Folios

Bryan R. Dustman

CRD 6956425 · Named on Form ADV at one SEC-registered adviser

At a glance

Insight Folios, an SEC-registered wealth manager based in Charlotte, NC with $331 million in regulatory assets, lists Bryan R. Dustman on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Insight FoliosChief Compliance OfficerWealth manager · Charlotte, NC · $331M in regulatory assets

AtlasMembers

Bryan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.