# Capital Financial Advisors of New York

Capital Financial Advisors of New York is an Asset Manager based in Clifton Park, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Clifton Park, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Under $50M (Altss estimate)
- **Website:** cfany.com
- **LinkedIn:** https://www.linkedin.com/company/capital-financial-advisors-of-new-york-llc

## Regulatory record

- **CRD number:** 125689
- **SEC file number:** 801-69021
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125689

## About

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.

## Sectors

- Public Equities
- Fixed Income
- Private Credit

## People

- Mitchell A. Kovitz — Principal

## 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.

## Related profiles

- [RJ Pace Financial](https://altss.com/profile/rj-pace-financial)
- [DBA Olson Associates](https://altss.com/profile/dba-olson-associates)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/capital-financial-advisors-of-new-york-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology