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ECOFIN ADVISORS, LLC

OVERLAND PARK, KS · CRD 309902 · IAPD ↗ · tortoiseadvisors.com · 913-981-1020

$94.5MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
August 2025 — ECOFIN ADVISORS, LLC (OVERLAND PARK, KS) left the SEC roster (was $94.5M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
35
April 2025 — ECOFIN ADVISORS, LLC reported RAUM down 84% ($601.4M -> $94.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2025 — ECOFIN ADVISORS, LLC shrank from 18 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
28
February 2025 — ECOFIN ADVISORS, LLC changed its website from ecofininvest.com to tortoiseadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
February 2024 — ECOFIN ADVISORS, LLC changed its website from podcasts.ecofininvest.com to ecofininvest.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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