Capital Financial Advisors Of New York, LLC
Capital Financial Advisors Of New York, LLC is an SEC-registered wealth manager in Clifton Park, NY with $260.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Capital Financial Advisors Of New York, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125689, SEC 801-69021, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $260.0M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Clifton Park, NY
- Employees
- 1
- Clients
- 144
- CRD
- 125689
- Ownership
- WILLIAMS, WALTON, ALDRICH; CORR, PAUL, JOSEPH; MAYO, KERRY, GORDON; Julianne, Sciandra Looney; MAYO, KERRY
How much AUM does Capital Financial Advisors Of New York, LLC have?
Capital Financial Advisors Of New York, LLC reported $260.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Capital Financial Advisors Of New York, LLC?
Disclosed owners and executives of Capital Financial Advisors Of New York, LLC include WILLIAMS, WALTON, ALDRICH, CORR, PAUL, JOSEPH, MAYO, KERRY, GORDON, Julianne, Sciandra Looney, MAYO, KERRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.