# Bruce Carrow

> Bruce Carrow is a fee-only financial advisor at Capital Insights Group of WNY, LLC. in Buffalo, New York, who holds the CFP and ChFC credentials. Capital Insights Group of WNY, LLC. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bruce-carrow/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $58.6M across 363 accounts
- **Credentials:** CFP, ChFC
- **CRD:** 1490841 (https://adviserinfo.sec.gov/individual/summary/1490841)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1986)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is Bruce Carrow a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bruce 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 Bruce charge for financial advice?

Bruce'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 Bruce Carrow based?

Bruce Carrow is based in Buffalo, New York.

### What credentials does Bruce Carrow hold?

Bruce Carrow holds the CFP and ChFC credentials.

### Is Bruce Carrow registered with the SEC?

Yes. Bruce Carrow is registered as an investment adviser representative in NY (CRD 1490841), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### 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 Bruce Carrow?

Contact details aren't on file yet. Search for Capital Insights Group of WNY, LLC..

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1490841): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.