Key facts
- CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC is a other based in CLIFTON PARK, NY.
- CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC reports $260.0M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 125689- Regulatory AUM
- $260.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 1
- Registered office
- CLIFTON PARK, NY
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC's AUM?
- CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC manages approximately $260.0M in assets.