CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC

Overview

Capital Financial Advisors Of New York, LLC is an independent registered investment adviser that serves individual and family clients with a mix of discretionary portfolio management and financial planning. The firm acts as a capital allocator, combining direct portfolio management with the selection of third‑party managers when appropriate. Its written profiles and regulatory filings emphasize a tilt toward fixed‑income strategies while also deploying a significant portion of assets to exchange‑traded equities. Service delivery is fee‑based and flexible: the firm charges a percentage of assets under management and also uses hourly and fixed fees for select advisory work. Advisory activities named in filings include comprehensive financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm is not positioned as an ESG investor and is structured as a limited liability company that has been SEC‑registered since 2008.

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