Tortoise Capital Advisors, LLC

Tortoise Capital Advisors, LLC (CRD# 123711) is a financial advisory firm headquartered in Overland Park, KS. They manage $7,253,089,278 in 384 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,253
    MILLION
  • Total Number of Accounts
    384
    ACCOUNTS
  • Average Account Value
    $18,888,253
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, IA, IL, KS, LA, MA, MO, NE, NH, NJ, NY, OH, OK, PA, TX, WA

Financial Advisors at Tortoise Capital Advisors, LLC
Showing 1 - 6 of 6 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 38 years of experience in the finance industry.

2
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 19 years of experience in the finance industry.

3
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.

4
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 16 years of experience in the finance industry.

5
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.

6
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 10 years of experience in the finance industry.

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