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Craig Richardson Fisher

Investment Adviser Representative at Tortoise Capital Advisors, L.L.C.

Overland Park, KSCRD #5140799Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Craig Richardson Fisher is an investment adviser representative with Tortoise Capital Advisors, L.L.C. in Overland Park, KS, where they have been registered since 2025. They have worked in the securities industry since 2010 and have been registered with 3 firms, including Tortoiseecofin Investments Partners, LLC and Montage Investments, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California, Colorado, Illinois, Kansas, Nebraska, Ohio, and Oklahoma.

Office

5901 College Boulevard, Suite 400
Overland Park, KS 66211-1861

Advisors at this office: 8

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Colorado, Illinois, Kansas, Nebraska, Ohio, Oklahoma
Broker:
22 states and territories

Alaska, Arizona, California, Colorado, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, North Dakota, Ohio, Oklahoma, South Dakota, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/20/2012
Series 63
Uniform Securities Agent State Law Examination
Passed 1/16/2009
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/14/2012
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/17/2008

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Tortoise Capital Advisors, L.L.C.Current
10/17/2025 – Overland Park, KS
PINE Distributors LLCCurrent
4/30/2025 – Overland Park, KS
Tortoiseecofin Investments Partners, LLC
11/17/2016 – 12/13/2023Mission Hills, KS
Montage Investments, LLC
6/21/2012 – 11/17/2016Leawood, KS

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Montage Securities, LLC
    Feb 2011 – Jun 2017Leawood, KS
  2. Montage Investments
    Mar 2011 – Nov 2016Leawood, KS
  3. Tortoise Capital Advisors, L.L.C.
    Nov 2016 – no end date reportedLeawood, KS
  4. Tortoise Securities
    Jul 2017 – Dec 2023Leawood, KS
  5. PINE Distributors LLC
    Apr 2025 – no end date reportedDenver, CO

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Tortoise Capital Advisors, L.L.C.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Performance-based fees
Firm account minimum
$250,000 (waivable)
Estimated blended rate
0.01

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesCharitable OrganizationsState/MunicipalInsurance CompaniesCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
8
Offices listed on AdvisorFinder:
1
Main office:
Overland Park, KS
SEC file number:
801-61622

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 30, 2026

View full firm profile

Other advisors at Tortoise Capital Advisors, L.L.C.

7 other advisors in the directory

View Tortoise Capital Advisors, L.L.C. firm profile

Similar advisors in Overland Park, KS

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Craig Richardson Fisher has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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