Tortoise Capital Advisors, LLC

Tortoise Capital Advisors, LLC (CRD# 123711) is a financial advisory firm headquartered in Leawood, KS. They manage $11,993,953,555 in 997 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,994
    MILLION
  • Total Number of Accounts
    997
    ACCOUNTS
  • Average Account Value
    $12,030,044
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.

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
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
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.

4
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.

5
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.

6
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.

7
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.

8
Robert J. Thummel
CRD#: 6193281
11550 Ash Street, Suite 300, Leawood, KS 66211
89
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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.