Capital Insights Group of Wny, LLC.
● SEC registered since 2023CRD 282909SEC# 801-128310Buffalo, NY
Reg. AUM
$58.6M
Employees
3
Accounts
363
Location
Buffalo, NY
Capital Insights Group of Wny, LLC. assets under management
Capital Insights Group of Wny, LLC. is an investment advisory firm registered with the SEC based in Buffalo, NY. The firm has been registered since 2023. It reports $58.6 million in regulatory assets under management and employs 3 people.
Capital Insights Group of Wny, LLC. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Richard Cinelli Control | President, Cco | Over 75% | 2016 |
Frequently asked questions
How much does Capital Insights Group of Wny, LLC. manage?
Capital Insights Group of Wny, LLC. reports $58.6 million in regulatory assets under management on its Form ADV.
How many employees does Capital Insights Group of Wny, LLC. have?
Capital Insights Group of Wny, LLC. reports 3 employees.
Where is Capital Insights Group of Wny, LLC. located?
Capital Insights Group of Wny, LLC. is based in Buffalo, NY and has been SEC-registered since 2023.
Does Capital Insights Group of Wny, LLC. disclose fund performance?
Capital Insights Group of Wny, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 640 Ellicott Street, Mailbox 10, Buffalo, NY 14203 |
| Phone | 716-309-4109 |
| Fax | 716-332-6422 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$58.6M▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$58.6Mregulatory AUM
Discretionary $57.7MNon-discretionary $886K