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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Financial Advisors of New York LLC
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|---|---|
| CRD # | 125689 |
| SEC # | 801-69021 |
| CIK # | |
| AUM | $232.0 M (2025-03-25) |
| Employees | 1 (0% Investors, 0% Brokers) |
| Phone | 518-280-0030 |
| Address | 10 Maxwell Drive Clifton Park, NY 12065 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 38.0 |
| (b) Individuals (high net worth individuals) | 88 | 194.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 542 | 232.0 |
| By Discretionary | ||
| Discretionary | 542 | 232.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 542 | 232.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 232.0 | |
| United States Persons | 0.0 | |
| Total | 542 | 232.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Flatrock Wealth Partners LLC
✚
|
CA | 0.2 |
|
Security First Advisors Inc
✚
|
OR | 0.2 |
|
Griffiths Dreher & Evans PS CPAS
✚
|
WA | 0.2 |
|
Timecapital Investor Advisory Services Inc
✚
|
NY | 0.2 |
|
M&B Investment Advisors LLC
✚
|
OH | 0.2 |
|
Integras Partners LLC
✚
|
GA | 0.2 |
|
Impactfolio LLC
✚
|
CO | 0.2 |
|
Fisher & Wiens Wealth Management LLC
✚
|
CA | 0.2 |
|
Fingerlakes Wealth Management Inc
✚
|
NY | 0.2 |
|
Vermillion & White Wealth Management Group LLC
✚
|
PA | 0.2 |