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Capital Financial Advisors of New York
Mitchell A. Kovitz runs Capital Financial Advisors of New York, a boutique registered investment advisor in Midtown Manhattan.
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
Year founded
—
AUM
Under $50M (Altss estimate)
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.
Is the firm structured as a family office or a traditional RIA?
It is structured as a traditional registered investment advisor, not a single-family or multi-family office. Its ADV filings indicate it serves high-net-worth individuals on a non-pooled, separately managed account basis.
Does Capital Financial Advisors of New York participate in fund commitments or only direct deals?
There is no evidence the firm commits to third-party private funds or participates in direct co-investments. The disclosed model relies on direct holdings in publicly traded securities and bonds.
Where is Capital Financial Advisors of New York located?
The firm maintains a single office in New York, NY, consistent with SEC registration data. No additional branches or offices have been identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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