KOMICH CAPITAL ADVISORS

Overview

Komich Capital Advisors is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small-business clients. The firm charges a mix of percentage-of-assets, fixed fees and other arrangements, which supports both ongoing advisory relationships and one-off planning engagements. Its client base spans individual and family accounts as well as some institutional relationships, and the firm shows a clear preference for liquid public markets—equities in particular—when constructing portfolios. Komich Capital Advisors also engages in other financial product sales, which suggests it supplements core advisory solutions with third-party products where appropriate. The firm is not positioned as an ESG specialist, and it does not report activity as a pension consultant or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices