Tortoise Capital Advisors, LLC

Tortoise Capital Advisors, LLC (CRD# 123711) is a financial advisory firm headquartered in Overland Park, KS. They manage $6,344,484,208 in 525 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,344
    MILLION
  • Total Number of Accounts
    525
    ACCOUNTS
  • Average Account Value
    $12,084,732
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
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 - 8 of 8 top financial advisors.
1
Harold K. Birzer
CRD#: 1410255
11550 Ash Street, Suite 300, Leawood, KS 66211

Harold Birzer (CRD# 1410255) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Leawood, KS and has over 35 years of experience in the finance industry.

2
Nicholas S. Holmes
CRD#: 5174026
6363 College Boulevard, Suite 100a, Overland Park, KS 66211

Nicholas Holmes (CRD# 5174026) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Overland Park, KS and has 1 year of experience in the finance industry.

3
Brian A. Kessens
CRD#: 4848630
6363 College Boulevard, Suite 100a, Overland Park, KS 66211

Brian Kessens (CRD# 4848630) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Overland Park, KS and has over 16 years of experience in the finance industry.

4
Quinn T. Kiley
CRD#: 4456352
8235 Forsyth Blvd., Suite 700, St. Louis, MO 63105

Quinn Kiley (CRD# 4456352) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in St. Louis, MO and has over 19 years of experience in the finance industry.

5
James R. Mick
CRD#: 6193526
6363 College Boulevard, Suite 100a, Overland Park, KS 66211

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

6
Stephen S. Pang
CRD#: 4675617
6363 College Boulevard, Suite 100a, Overland Park, KS 66211

Stephen Pang (CRD# 4675617) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Overland Park, KS and has over 14 years of experience in the finance industry.

7
Matthew G. Sallee
CRD#: 6193390
6363 College Boulevard, Suite 100a, Overland Park, KS 66211

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

8
Robert J. Thummel
CRD#: 6193281
6363 College Boulevard, Suite 100a, Overland Park, KS 66211

Robert Thummel (CRD# 6193281) is an Investment Advisor Representative working at Tortoise Capital Advisors, LLC in Overland Park, KS and has over 8 years of experience in the finance industry.

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