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Matthew Phillip Lubatty

Capital Insight Partners, LLC

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About Matthew Phillip Lubatty

Matthew Lubatty is an investment advisor representative with Capital Insight Partners, LLC. Matthew is based in Scottsdale, AZ and has been in the securities industry for over 2 years. Matthew is registered with the state of Arizona and is Series 66 and Series 63 licensed. Matthew has a strong background in financial services and is committed to providing clients with personalized investment advice and guidance.

Firm Information

Matthew Lubatty is currently registered with Capital Insight Partners, LLC. Capital Insight Partners, LLC is an investment advisor based in Scottsdale, AZ. They provide investment counseling, financial planning, and pension consulting services. The firm manages approximately $736,956,265 in assets for individuals, high-net-worth individuals, investment companies, pension and profit sharing plans, and other clients.
Capital Insight Partners, LLC

7328 EAST DEER VALLEY ROAD

SCOTTSDALE, AZ 85255

$736.96M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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investment counseling

Investment counseling

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Lubatty’s Registration & Firm History

AZ

11/04/2024 - Present

Capital Insight Partners, LLC (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 07/25/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/11/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Phillip Lubatty.
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