What Capital Insight Group does

Capital Insight Group is a privately-held, independent financial advisory firm headquartered at 3930 East Jones Bridge Road in Peachtree Corners, Georgia, serving clients primarily in the Southeastern United States. The firm operates with a team of approximately five to six professionals led by Managing Partner and Wealth Advisor Jeff McClenning, CFP®, alongside Andrew Crane (Managing Partner/Wealth Advisor), Lewis Walker, CFP® (Wealth Advisor), Patricia Koehn (Wealth Advisor), Courtney Finkle (Associate Advisor), and Rachel Ruben (Practice Manager). The firm's revenue model is recurring fee-based financial advisory and planning services, structured as an independent advisor representative relationship with The Strategic Financial Alliance, Inc. (SFA), a registered broker-dealer that provides regulatory, compliance, and securities custody infrastructure. Pricing is not publicly disclosed and is tailored to client assets under management and engagement complexity, billed on an annual cadence.

The firm delivers three core service lines: Financial Planning, Investment Advice, and Retirement Income Planning. Its technology footprint consists of standard RIA tooling — a MainAccount client portal for account access, financial calculators, and conventional financial planning software — with no proprietary platforms or AI-driven systems documented. The underlying business model relies on direct advisor-client relationships acquired through the firm's website, phone (770-441-3553), email, and appointment request forms, supplemented by an active content marketing blog covering estate planning, retirement, investments, and financial literacy.

Capital Insight Group serves two primary customer segments — high net worth individuals and small business owners seeking integrated personal and business financial planning — and a niche vertical of streamers, gamers, and online content creators with non-traditional income patterns. The firm positions itself as a fiduciary advisor emphasizing independence, objectivity, and client-centered recommendations, with multiple CFP®-credentialed professionals on staff supporting this value proposition.

Name

Capital Insight Group

Legal name

Capital Insight Group

Website

https://capitalinsightgrp.com

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

11–50 employees

Short description

Capital Insight Group is a privately-held independent financial advisory firm in Peachtree Corners, Georgia, offering financial planning, investment advice, and retirement income planning to high net worth individuals, small business owners, and online content creators across the Southeastern United States.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Financial planning services
• Investment advisory
• Wealth management
• Retirement income planning
• Fiduciary financial advice

Headquarters

HQ city

Peachtree City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory and Planning Fees: Capital Insight Group generates revenue through financial advisory fees, likely based on assets under management (AUM) or fee-for-service financial planning engagements. Securities and advisory services are offered through The Strategic Financial Alliance, Inc (SFA), a registered broker-dealer, indicating they operate as an independent advisor with third-party custodial support.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Capital Insight Group is an independent fiduciary financial advisory firm providing comprehensive financial planning, objective investment advice, and retirement income planning to high net worth individuals, small business owners, and digital content creators. Services are delivered by CFP® certified wealth advisors through personalized engagements, with securities and advisory execution supported through The Strategic Financial Alliance (SFA), a registered broker-dealer.

Product overview

Capital Insight Group is a financial advisory firm that provides financial planning and asset management services, not a software or technology product company. The firm offers three core service lines: Financial Planning, Investment Advice, and Retirement Income Planning. These are professional advisory services delivered directly to clients, not software products or digital platforms.

Differentiator

Problem solved

Functional benefit

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Emerging players

• Facet Wealth: Digital-first RIA providing flat-fee financial planning and investment advice to HNW households. Comparable to Capital Insight Group in serving mass-affluent to HNW individuals with a planning-led, advisor-supported model, though delivered through a hybrid tech platform rather than in-person meetings.
• Monarch Money: Modern financial planning platform serving HNW households with planning, investment tracking, and advisor collaboration features. Adjacent rather than directly competitive, but increasingly relevant as a substitute or tool for smaller traditional advisory firms like Capital Insight Group targeting tech-engaged HNW clients.

Broad incumbents

• Fisher Investments: Independent investment advisory firm providing discretionary portfolio management and wealth management to HNW individuals and institutions. Comparable to Capital Insight Group in independent fiduciary positioning, though with a heavier emphasis on discretionary investment management at much larger AUM.
• Carson Wealth: Independent RIA platform serving HNW individuals and families with holistic financial planning, investment management, and tax services. Comparable to Capital Insight Group in fiduciary positioning and service mix, but with national scale and a partner/firm ownership model.
• Edelman Financial Engines: Large national RIA serving mass-affluent and HNW households with financial planning, investment advice, and retirement income planning under a fiduciary model. Directly comparable service lines to Capital Insight Group, though operating at mass-market scale across all 50 states.
• Mariner Wealth Advisors: Large independent RIA providing comprehensive wealth advisory, investment management, retirement, and estate planning to HNW individuals, families, and institutions. Operates the same independent, fee-based fiduciary model as Capital Insight Group at substantially greater scale.
• Creative Planning: Large national independent RIA offering comprehensive financial planning, investment advice, and wealth management to individuals and business owners under a fiduciary model. Significantly larger than Capital Insight Group but operates the same independent, fee-based advisory framework targeting similar HNW client needs.

Others

• Focus Financial Partners: Partnership platform for independent RIAs, providing capital, compliance, and operational support to wealth management firms. Relevant because Capital Insight Group fits the profile of small, independent RIAs that Focus and similar consolidators acquire or partner with to scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks1 record

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Capital Insight Group