CAPITAL INSIGHTS GROUP OF WNY, LLC.

CAPITAL INSIGHTS GROUP OF WNY, LLC. of BUFFALO, NY is an SEC-registered investment adviser (CRD 282909). Regulatory assets under management: $58.6M.

Registration

• CRD: 282909
• SEC file number: 801-128310
• Type: Registered investment adviser
• Location: 640 ELLICOTT STREET, MAILBOX 10, BUFFALO, NY, 14203
• Phone: 716-309-4109
• Latest filing: 2026-04-01
• Regulatory AUM: $58.6M
• Discretionary AUM: $57.7M
• Non-discretionary AUM: $886K
• Clients: 3
• Accounts: 363

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282909 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search