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Capital Financial Advisors of New York
Capital Financial Advisors of New York, LLC, provides the highest quality fee-only financial planning. It brings together three professionals with many years...
Capital Financial Advisors of New York
Capital Financial Advisors of New York, LLC, provides the highest quality fee-only financial planning. It brings together three professionals with many years of financial planning and investment management experience and the most sought after financial planning credentials. We objectively evaluate the most cost-effective ways for our clients to achieve their goals.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Clifton Park
Corporate office
New York, NY, United States
Principals
Mitchell A. Kovitz
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Capital Financial Advisors of New York?
Mitchell A. Kovitz is the sole principal listed in SEC filings. All discretionary investment decisions for client portfolios appear to flow through him. There is no publicly disclosed investment committee.
What does Capital Financial Advisors of New York invest in?
The firm constructs portfolios of individual equities and bonds for its advisory clients. It does not promote alternative assets, private funds, or structured products as part of its core strategy. The approach is public-market, long-only, with an emphasis on concentration.
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