TORTOISE CAPITAL ADVISORS, L.L.C.

5901 College Boulevard
Suite 400
Overland Park, Kansas 66211-1861
Tel: (913) 981-1020

About TORTOISE CAPITAL ADVISORS, L.L.C.

TORTOISE CAPITAL ADVISORS, LLC, formally registered with the SEC as TORTOISE CAPITAL ADVISORS, LLC. The firm was established in 11/22/2002. They have over 1 offices throughout the country.

TORTOISE CAPITAL ADVISORS, L.L.C. is a Overland Park, Kansas based Financial Planning firm with nearly $6,906,161,911 assets under management, offering retirement planning & investment advisory services to 359 clients. The firm is staffed with 54 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123711
SEC#	801-61622
Assets Managed by Firm	$6,906,161,911
No. of Clients	359
No. of Advisors	54

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	359	$6,906,161,911
Individuals (other than high net worth individuals)	3	$515,852
High net worth individuals	256	$399,154,237
Pension and profit sharing plans	1	$9,443,779
Charitable organizations	16	$189,088,653
Corporations or other businesses	47	$152,601,534

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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