Capital Insights Group of WNY, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capital Insights Group of WNY, LLC. provides fiduciary financial planning and investment management to individuals, families, small businesses, trusts, estates, and charitable organizations. The SEC‑registered, fee‑only firm delivers tailored financial planning engagements (hourly or fixed‑fee) and offers both discretionary and nondiscretionary portfolio management.
The firm uses fundamental, qualitative, and quantitative analysis and pursues a mix of passive and active strategies, including indexing, value filtering, momentum trading, and portfolio optimization. Portfolios may include mutual funds, ETFs, individual securities, and the selective use of inverse or enhanced funds as hedges, and the firm treats cash and cash equivalents as an asset class through a structured cash‑management program that reinvests into CDs and U.S. Treasuries.
Compared with many peers, the firm is a small, owner‑led advisory team managing roughly $58.6 million across about 128 clients and emphasizes separating planning from implementation so clients may engage planning a la carte. It also provides educational seminars and workshops as part of its client services, an offering that is less common among similarly supported firms.
Client services
Expertise
Fee options
Typically ranges from $1,500 to $3,000 depending on scope of the financial planning project.
$0 - $1,000,000: 1.0% annually $1,000,000 - $3,000,000: 0.5% annually $3,000,000 - $5,000,000: 0.4% annually $5,000,000+: 0.3% annually
Typically $250 per hour, varies based on scope and complexity.
Account minimum: $250,000 Fee-only: Financial planning services offered on hourly and fixed fee basis only, no commissions received by the firm.
Main office
640 Ellicott Street, Mailbox 10
Buffalo NY 14203
Advisors at this office
3
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Bruce C
CFP®, ChFC®, Series 63
Buffalo, NY
Capital Insights Group of WNY, LLC.
Bruce Carrow is a CFP® and ChFC® with 38 years of experience in the financial industry. He has worked at Capital Insights Group of WNY, LLC since 2021 and previously spent 18 years at M&T Securities and M&T Bank. Outside of his advisory role, he serves as an independent contractor and fee-based business exit advisor for Value Cap Inc. Capital Insights Group of WNY, LLC is a fee-only fiduciary that provides financial planning and investment management to individuals, families, small businesses, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, qualitative, and quantitative analysis, using both passive and active investment strategies, and offers educational seminars for clients and prospects.
Chris C
CFP®
Buffalo, NY
Capital Insights Group of WNY, LLC.
I founded Capital Insights Group of WNY, an independent Registered Investment Advisory (RIA) firm offering fee-only financial planning and investment management, located in downtown Buffalo, NY. I act as a fiduciary for all of my clients and provide financial guidance that is unique to their needs and situation. Please contact me at [email protected] or (716) 517-0140 to arrange for a complimentary one-hour meeting to discuss your goals and circumstances.
Braden S
Series 65
Buffalo, NY
Capital Insights Group of WNY, LLC.
Braden Semlitsch is a financial advisor at Capital Insights Group of WNY, LLC., holding a Series 65 designation with one year of industry experience. Prior to joining Capital Insights Group, he has been involved with Nottinghill Wedding Venue and Manny's Ace Hardware. Capital Insights Group of WNY, LLC. provides fiduciary financial planning and investment management to individuals, families, small businesses, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, qualitative, and quantitative analysis and offers both discretionary and nondiscretionary portfolio management, serving about 128 clients with tailored financial planning engagements and educational seminars.
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