CAPITAL INSIGHT PARTNERS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Arizona, United States

Employees

Total Number of Employees	11
Investment Advisory/Research	7
Registered Broker-Dealer Representatives	1
Registered State Investment Advisers	7
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	957	$722.1M
Non-Discretionary	14	$14.9M
Total	971	$737.0M

Clients

Type	Number	RAUM
Individuals	263	$102.6M
HNW Individuals	156	$456.7M
Banking or thrift institutions	<5	$0
Investment companies	1	$36.2M
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	39	$141.5M
Charitable organizations	<5	$0
State or municipal gov entities	<5	$0
Other investment advisers	<5	$0
Insurance companies	<5	$0
Sovereign wealth funds and foreign official institutions	<5	$0
Corporations or other businesses	<5	$0
Other	<5	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)INVESTMENT COUNSELING
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	82.3M
Both for Same	424.7M

Portfolio Manager to Program	Sponsor
ASSETMARK, INC.	ASSETMARK, INC.
CAPITAL INSIGHT PARTNERS, LLC	CAPITAL INSIGHT PARTNERS, LLC

Identifiers

SEC RIA File Number	801-69421
SEC ERA File Number	801-69421
SEC CIK Numbers	1664385
SEC CRD Numbers	147165
Legal Entity Identifier	None

Principal Office

7328 EAST DEER VALLEY ROAD
SUITE 105
SCOTTSDALE
AZ
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic