C
CRD: 282909
Capital Insights Group OF WNY, Llc.
Buffalo, NY, 14203
7163094109
$58.6M Total AUM
$57.7M Disc. AUM
-- 3Y CAGR
3 Employees
128 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-04-2021
- Office Locations
- 1
Office Locations
640 Ellicott Street Mailbox 10 Buffalo NY
About Capital Insights Group OF WNY, Llc.
Capital Insights Group OF WNY, Llc. is a Buffalo-based RIA. The firm has been operating for 5 years. Managing $58.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
67 AVG AGE
$19.5M AVG AUM / ADVISOR
$457.7K AVG AUM / CLIENT
3.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Matrix signal Beacon value Vital frontier
Investment Themes
Beacon unison Pathway
Investment Vehicles
Unison
Services
Zenith foundation North Peak Pioneer Delta crest Vertex value
Owner & Executives
C
CHRISTOPHER RICHARD CINELLI
Advisor, Chief Compliance Officer, President
- CRD
- #4856665
- Ownership
- 75% or more
(979) 871-9519
insight.capital@capitalcapital.com
in linkedin.com/in/wave-peak
Showing 1 of 1 owners & executives
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B
BRUCE LEYSHON CARROW
Financial Advisor, General Partner
- CRD
- #1490841
(368) 683-9312
summit.fusion@eaglecapital.com
in linkedin.com/in/atlas-oak
B
BRADEN ROBERT SEMLITSCH
--
- CRD
- #8114605
(775) 525-6564
vital.alpha@harborcapital.com
in linkedin.com/in/alpha-harbor
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,702,591 | $159,399 |
| Non-Discretionary | $885,774 | $885,774 |
| Total | $58,588,365 | $161,400 |
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Separately Managed Accounts
Total SMA Asset: $58,588,365
Equity - Exchange:
22.6% Public Funds:
31.3% Cash:
46.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $746,795,193 | 22.6% |
| Public Funds | $1,034,278,298 | 31.3% |
| Cash | $1,523,330,017 | 46.1% |
| Total | $3,304,403,508 | 100.0% |