CAPITAL INSIGHTS GROUP OF WNY, LLC.

RIASEC RegisteredEst. 2023

Total AUM

$58.6M

Discretionary

$57.7M

98% of AUM

Avg account

$161K

Accounts

363

Employees

Advisory reps

Firm details

Headquarters: BUFFALO, New York
CRD number: 282909
Registered since: July 10, 2023
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals54.7%
HNWI45.3%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Capital Insights Group Of Wny, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm identifies as a capital allocator serving individual and family clients, offering fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Core advisory services listed on the firm’s ADV include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. The firm does not characterize itself as an active ESG investor and is not positioned as a pension consultant or related adviser.