Capital Insights Group of Wny, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Buffalo, NY. Its latest Form ADV filing, dated April 1, 2026, reports $59M in regulatory assets under management, 3 employees, and 363 accounts.
Assets Under Management
$59M
Employees
3
Offices
--
Total Clients
128
Primary office
BUFFALO, NY
640 ELLICOTT STREET, MAILBOX 10, BUFFALO, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.9% of total clients.
Top client categories% of clientsClients
1
Individuals
85.9%
110
2
HNWI
14.1%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$59Mas of April 1, 2026
Discretionary98.5%
$58M
98% of total RAUM98.5%
Non-discretionary1.5%
$886K
2% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$59M
Total Accounts363
10Y AUM Change+$27M (+87.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee43:1
10Y Employee Change+1 (+50.0%)
* 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.