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| Keyboard |
| Capital Financial Advisors of New York LLC
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|---|---|
| CRD # | 125689 |
| SEC # | 801-69021 |
| CIK # | |
| AUM | 260.0 M (2026-03-13) |
| 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) | 57 | 40.0 |
| (b) Individuals (high net worth individuals) | 87 | 220.0 |
| (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 | 590 | 260.0 |
| By Discretionary | ||
| Discretionary | 590 | 260.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 590 | 260.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 260.0 | |
| United States Persons | 0.0 | |
| Total | 590 | 260.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 8 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
GLR Partners LLC
✚
|
MD | 260.7 M |
|
DCM Advisors LLC
✚
|
NY | 260.5 M |
|
Alamar Capital Management LLC
✚
|
CA | 260.3 M |
|
Banker Investment Group Inc
✚
|
IN | 260.2 M |
|
Brendel Financial Advisors LLC
✚
|
NH | 260.2 M |
|
Vistica Wealth Advisors LLC
✚
|
CA | 260.1 M |
|
RFM Financial Solutions LLC
✚
|
MI | 260.1 M |
|
Greenstone Belt Wealth Advisors LLC
✚
|
IL | 260.1 M |
|
Bridge Generations Wealth Management LLC
✚
|
FL | 259.8 M |
|
Ridgeline Wealth Planning LLC
✚
|
OH | 259.6 M |