Data / Investment advisers / New York / Capital Insights Group of Wny, LLC.
Capital Insights Group of Wny, LLC., Buffalo, NY: $58.6 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Capital Insights Group of Wny, LLC. is an SEC registered investment adviser with its main office in Buffalo, New York and reports $58.6 million in regulatory assets under management in its Form ADV filed April 1, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Capital Insights Group of Wny, LLC. (CRD number 282909): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 282909
- SEC file number
- 801-128310
- SEC status
- Approved, effective July 10, 2023
- Main office
- 640 Ellicott Street Mailbox 10, Buffalo, NY 14203
- Phone
- (716) 309-4109
- Regulatory AUM
- $58,588,365 in the Form ADV filed April 1, 2026
- Discretionary AUM
- $57,702,591
- Non discretionary AUM
- $885,774
- Accounts
- 363
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 110 | $32 million |
| High net worth individuals | 18 | $26.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $58.6 million | April 1, 2026 |
| December 1, 2025 | $42.7 million | March 31, 2025 |
Other advisers in Buffalo
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Miller, Gesko & Company Inc. | Buffalo | $183.1 million | Not listed | adviserinfo.sec.gov |
| Collins Advisors, LLC | Buffalo | $176.4 million | Not listed | adviserinfo.sec.gov |
| North Woods Wealth Management | Buffalo | $150.4 million | Not listed | adviserinfo.sec.gov |
| Rand Capital Management | Buffalo | $136.7 million | 2 | adviserinfo.sec.gov |
| Western New York Financial Group, LLC | Buffalo | $84.1 million | Not listed | adviserinfo.sec.gov |
| SCP Management LLC | Buffalo | Not listed | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Buffalo, NY
- Investment advisers in New York
- Advisers with $50 million to $100 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Capital Insights Group of Wny, LLC. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.