Capital Insight Partners deregistered from SEC registration in Scottsdale, and SCHF (GPE) rebranded to HRTG GPE in Wilson, Wyoming, across two total events in the quietest filing day of the opening week of 2026.
Capital Insight Partners Deregisters in Scottsdale
Capital Insight Partners, LLC (CRD 147165) in Scottsdale, Arizona, deregistered from SEC investment adviser registration. The firm's departure from the SEC's roster is one of the first RIA closures of the new year. Advisory firm closures in early January typically reflect year-end decisions to wind down operations, with the formal deregistration processing in the first days of the new calendar year.
Scottsdale has emerged as a significant hub for registered investment advisers, particularly those serving high-net-worth retirees and snowbird populations in the Phoenix metropolitan area. The loss of one firm from the market does not alter the city's growing presence in the advisory landscape.
SCHF (GPE) Rebrands to HRTG GPE
SCHF (GPE), LLC (CRD 157389) in Wilson, Wyoming, changed its name to HRTG GPE, LLC. The rebranding from SCHF to HRTG suggests an organizational restructuring — possibly a change in the parent entity or general partner identity that required the advisory subsidiary to update its SEC registration to reflect the new brand.
Wilson, Wyoming — a small community near Jackson Hole — is home to a growing cluster of private equity and family office advisory firms that have relocated to take advantage of the state's favorable tax treatment and proximity to one of the nation's wealthiest communities. Name changes at Wyoming-based advisory firms often signal broader corporate reorganizations at the parent level.
A Two-Event Saturday
January 4 recorded just two events — both in the advisory channel — making it the quietest filing day of 2026's opening week after January 1's holiday silence. No broker-dealer activity, enforcement actions, banking events, or regulatory announcements were recorded. The two-event total is consistent with weekend filing patterns, when only automated system processes and queued regulatory filings are recorded while human-driven activity pauses until the following Monday.
The opening week's cumulative total now stands at 44 events across three active days, with the pattern expected to shift meaningfully when the first full business week begins on Monday, January 5.
All data sourced from SEC EDGAR and the Finleet Terminal as of January 4, 2026. Entity profiles are available at terminal.finleet.com.