OVERLAND PARK, KSCRD 123711Latest ADV April 30, 2026
Tortoise Capital Advisors, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated April 30, 2026, reports $8.9B in regulatory assets under management, 34 employees, and 344 accounts.
Assets Under Management
$8.9B
Employees
34
Offices
--
Total Clients
344
Primary office
OVERLAND PARK, KS
5901 COLLEGE BOULEVARD, SUITE 400, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.3% of total clients.
Top client categories% of clientsClients
1
HNWI
75.3%
259
2
Corporations
11.0%
38
3
Government
4.1%
14
4
Charitable
2.9%
10
5
Investment Cos.
2.6%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.9Bas of April 30, 2026
Discretionary100.0%
$8.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$8.9B
Total Accounts344
10Y AUM Change$-7.6B (-45.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee10:1
10Y Employee Change-45 (-57.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.