Tortoise Capital Advisors, LLC

Tortoise Capital Advisors, LLC (CRD# 123711) is a financial advisory firm headquartered in Leawood, KS. They manage $16,392,040,499 in 1,046 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    16,392
    MILLION
  • Total Number of Accounts
    1,046
    ACCOUNTS
  • Average Account Value
    $15,671,167
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Tortoise Capital Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Harold K. Birzer
CRD#: 1410255
11550 Ash Street, Suite 300, Leawood, KS 66211
96
Wealthminder
score

Harold Birzer (CRD# 1410255) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Leawood, KS and has over 32 years of experience in the finance industry.

2
Brian A. Kessens
CRD#: 4848630
11550 Ash Street, Suite 300, Leawood, KS 66211
96
Wealthminder
score

Brian Kessens (CRD# 4848630) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Leawood, KS and has over 13 years of experience in the finance industry.

3
Stephen S. Pang
CRD#: 4675617
11550 Ash Street, Suite 300, Leawood, KS 66211
96
Wealthminder
score

Stephen Pang (CRD# 4675617) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Leawood, KS and has over 10 years of experience in the finance industry.

4
Zachary A. Hamel
CRD#: 4520510
11550 Ash Street, Suite 300, Leawood, KS 66211
90
Wealthminder
score

Zachary Hamel (CRD# 4520510) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Leawood, KS and has 1 year of experience in the finance industry.

5
Brett R. Jergens
CRD#: 5004913
11550 Ash Street, Suite 300, Leawood, KS 66211
90
Wealthminder
score

Brett Jergens (CRD# 5004913) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Leawood, KS and has 1 year of experience in the finance industry. Brett Jergens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Kenneth P. Malvey
CRD#: 4619239
11550 Ash Street, Suite 300, Leawood, KS 66211
90
Wealthminder
score

Kenneth Malvey (CRD# 4619239) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Leawood, KS and has 1 year of experience in the finance industry.

7
Terry C. Matlack
CRD#: 4603498
11550 Ash Street, Suite 300, Leawood, KS 66211
90
Wealthminder
score

Terry Matlack (CRD# 4603498) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Leawood, KS and has 1 year of experience in the finance industry.

8
James R. Mick
CRD#: 6193526
11550 Ash Street, Suite 300, Leawood, KS 66211
90
Wealthminder
score

James Mick (CRD# 6193526) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Leawood, KS and has 1 year of experience in the finance industry.

9
Matthew G. Sallee
CRD#: 6193390
11550 Ash Street, Suite 300, Leawood, KS 66211
90
Wealthminder
score

Matthew Sallee (CRD# 6193390) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Leawood, KS and has 1 year of experience in the finance industry.

10
Robert J. Thummel
CRD#: 6193281
11550 Ash Street, Suite 300, Leawood, KS 66211
90
Wealthminder
score

Robert Thummel (CRD# 6193281) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Leawood, KS and has over 4 years of experience in the finance industry.

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