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CAPITAL INSIGHTS GROUP OF WNY, LLC.

BUFFALO, NY · CRD 282909 · IAPD ↗ · 716-309-4109

$58.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
May 2026 — CAPITAL INSIGHTS GROUP OF WNY, LLC. reported RAUM up 37% ($42.7M -> $58.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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