Bruce Carrow
Capital Insights Group of WNY, LLC. · Buffalo, New York
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.
Request an introduction to Bruce →
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 |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NY · CRD 1490841 |
| Exams passed | Series 63 (1986) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
How Bruce'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).
Request an introduction to Bruce
Tell Bruce a little about what you're looking for. Bruce isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bruce
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..
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.
See something wrong? Request a correction. Read our methodology.