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Michael Niel Kapiloff

Investment adviser representative at Money Concepts Advisory Service
43 yearsExperience
1 stateRegistered in
ChFC®Designation
$4.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

43 years in the industry.

  1. Money Concepts Capital CorpJan 2014 to now
  2. Kapiloff Insurance Agency, IncJan 1983 to now

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014

State registrations

Registered as an investment adviser representative in 1 state (NH).

Money Concepts Advisory Service

Legal name: Money Concepts Capital Corp

$4.1BAssets managed
17,032Clients
386Advisers
35 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6273898
Firm CRD
12963
Advisor's SEC record (opens in a new tab)
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