Capital Insights Group of WNY, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,698,522
Total clients
120
13% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
60
Average account size
$355,821
Client services
Fee options
Financial planning fixed fees typically range from $1,500 to $3,000 depending on scope.
$0 - $1,000,000: 1.0% $1,000,000 - $3,000,000: 0.5% $3,000,000 - $5,000,000: 0.4% $5,000,000+: 0.3%
Typically $250 per hour, varies by scope and complexity.
Account minimum: $250,000+ in investable assets Fee-only: Financial planning fees offered on hourly or fixed fee basis.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Capital Insights Group of WNY, LLC
640 Ellicott Street, Mailbox 10
Buffalo NY 14203, United States
Number of offices
1
Advisors at this firm
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 chris@cigwny.com or (716) 517-0140 to arrange for a complimentary one-hour meeting to discuss your goals and circumstances.
Bruce C
CFP®, ChFC®, Series 63
Buffalo, NY
Capital Insights Group of WNY, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")