Mark Hugh Rutledge
Investment adviser representative at Insight Folios
22 yearsExperience
1 stateRegistered in
ChFC®Designation
$331.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Insight FoliosMay 2025 to now
- Jd Mellberg LLCJan 2019 to now
- Blackwater Financial, LLCJan 2016 to now
- Brookstone Capital ManagementOct 2019 to May 2025
- Specialized Advisors LLCMar 2019 to Oct 2019
- Blackwater Advisory Group LLCJan 2016 to Feb 2019
- Byars & Associates, IncMay 2006 to Feb 2019
- The Mortgage Center IncJun 2004 to Feb 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (AL).
Insight Folios
Legal name: Insight Folios Inc
$331.3MAssets managed
1,228Clients
19Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2293502
- Firm CRD
- 174411