Braden Semlitsch
Capital Insights Group of WNY, LLC. · Buffalo, New York
Braden Semlitsch is a fee-only financial advisor at Capital Insights Group of WNY, LLC. in Buffalo, New York. Capital Insights Group of WNY, LLC. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Capital Insights Group of WNY, LLC. |
|---|---|
| Based in | Buffalo, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $58.6M across 363 accounts |
| SEC registration | Investment adviser representative in NY · CRD 8114605 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Braden's firm compares
- Capital Insights Group of WNY, LLC.'s average account is about $161,000, from its Form ADV (assets managed divided by 363 accounts).
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Questions about Braden
Is Braden Semlitsch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Braden holds no broker registration, and Capital Insights Group of WNY, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Braden charge for financial advice?
Braden's firm, Capital Insights Group of WNY, LLC., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Braden Semlitsch based?
Braden Semlitsch is based in Buffalo, New York.
Is Braden Semlitsch registered with the SEC?
Yes. Braden Semlitsch is registered as an investment adviser representative in NY (CRD 8114605), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Insights Group of WNY, LLC. manage?
Capital Insights Group of WNY, LLC. reports $58.6M across 363 accounts in assets under management.
How do I contact Braden Semlitsch?
Contact details aren't on file yet. Search for Capital Insights Group of WNY, LLC..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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