KOMONS FINANCIAL LLC

RIASEC Registered

Total AUM

$35.7M

Discretionary

$19.7M

55% of AUM

Avg account

$164K

Accounts

217

Employees

Advisory reps

Firm details

Headquarters: CARROLLTON, Texas
CRD number: 302087
Website: komonsfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals57.58%
HNWI40.84%
Pension & Profit Sharing Plans1.58%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Komons Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, positioning itself as a capital allocator that blends advisory and insurance services. Its advisory menu includes financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, and the selection of sub‑advisers or other managers. Compensation structures listed include percentage‑of‑AUM fees as well as hourly and fixed‑fee arrangements. Komons also operates as an insurance broker, which ties into its use of insurance products within client solutions. The firm does not report active ESG investing and is not described as a multistate or pension consultant adviser.