$362.8M Total AUM
$362.8M Disc. AUM
11.6% 3Y CAGR
3 Employees
78 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- DeltaGlacier
- Established Date
- 03-08-2019
- Office Locations
- 1
Office Locations
10 West 33rd Street Suite 802 NEW York NY
About Domani Advisors
Domani Advisors is a NEW York-based RIA. The firm has been operating for 7 years. Managing $362.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
48 AVG AGE
$181.4M AVG AUM / ADVISOR
$4.7M AVG AUM / CLIENT
5.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Momentum zenith Alpha summit Wave meridian Crest Frontier legacy Momentum Value
Client Personas
Signal
Investment Themes
Ember matrix Signal crest
Investment Vehicles
Unison prime Harbor oak Zenith
Services
Unison Value eagle Ridge Zenith ridge
Technology
Zenith vertex Focus
Owner & Executives
Sam Haddad
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Managing Member
- CRD
- #5732895
- Ownership
- 75% or more
(867) 529-9315
foundation.eagle@glaciercapital.com
in linkedin.com/in/vector-zenith
R
Ricky Tawil
Associate, Chief Operating Officer
- CRD
- #7335286
- Ownership
- 10% but less than 25%
(443) 495-3290
optima.capital@valuecapital.com
in linkedin.com/in/timber-value
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $362,780,050 | $1,174,045 |
| Non-Discretionary | $0 | -- |
| Total | $362,780,050 | $1,174,045 |
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Separately Managed Accounts
Total SMA Asset: $362,780,050
Public Funds:
14.2% Equity - Exchange:
14.3% Cash:
17.3% U.S. Government/Agency:
54.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $100,423,543 | 14.2% |
| Equity - Exchange | $101,130,751 | 14.3% |
| Cash | $122,346,992 | 17.3% |
| U.S. Government/Agency | $383,306,760 | 54.2% |
| Total | $707,208,046 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS PIONEER | EAGLE NORTH | ZTGV6L38Q | TFOZ | 5.74% | $107,210,998 |
| FOUNDATION SUMMIT HARBOR | ELEMENT PEAK | LRMUEEHN1 | AWNO | 7.14% | $41,471,842 |
| QUANTUM PRIME | PATHWAY FOUNDATION | HVZ2KAN2P | AWBI | 11.21% | $45,699,719 |
| QUANTUM LEGACY | HARBOR RIDGE | KDP3Y96Z8 | XQXV | 4.02% | $58,268,791 |
| INSIGHT VITAL TIMBER | LEGACY HARBOR | BS3891GLQ | RBH | 9.56% | $103,557,253 |
| CAPITAL BRIDGE | SIGNAL OPTIMA | NRPE4ZSMU | CPS | 11.70% | $32,762,289 |
| MOMENTUM BRIDGE | FRONTIER ALPHA | ZASM8HQVU | GZVHV | 10.65% | $69,346,528 |
| MERIDIAN RIDGE | RIDGE CATALYST | UTVWMOXJP | ZPI | 9.71% | $77,483,694 |