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TORTOISE CAPITAL ADVISORS, L.L.C.

OVERLAND PARK, KS · CRD 123711 · IAPD ↗ · (913) 981-1020

$8.93BRegulatory AUM
15Advisory reps
34Employees
0Clients
n/aPlanning clients
1Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — TORTOISE CAPITAL ADVISORS, L.L.C. shrank from 19 to 15 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
49
December 2025 — TORTOISE CAPITAL ADVISORS, L.L.C. notice-filed in CO, DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
February 2025 — TORTOISE CAPITAL ADVISORS, L.L.C. changed its website from tortoiseecofin.com to tortoiseadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2024 — TORTOISE CAPITAL ADVISORS, L.L.C. shrank from 32 to 23 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.