RIA · CRD 282909SEC-Registered

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Capital Insights Group of WNY

Capital Insights Group of WNY, LLC. is an SEC-registered investment adviser in Buffalo, NY, registered since 2023. The firm manages $59 million in assets, $58...

Capital Insights Group of WNY

Capital Insights Group of WNY, LLC. is an SEC-registered investment adviser in Buffalo, NY, registered since 2023. The firm manages $59 million in assets, $58 million on a discretionary basis. It has 3 employees and 3 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Frequently asked questions

Who runs investment decisions at Capital Insights Group of WNY?

The firm's leadership is not publicly disclosed. No named principals or investment committee members appear in public records or official communications.

Does Capital Insights Group of WNY engage in direct investments or fund commitments?

The firm's investment structure is not publicly documented. Most small to mid-sized single-family offices pursue a mix of direct investments and fund commitments, but no specific activity is confirmed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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