$36.6M Total AUM
$36.6M Disc. AUM
-- 3Y CAGR
1 Employees
120 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Atlas
- Established Date
- 02-29-2016
- Office Locations
- 1
Office Locations
448 Delaware Avenue Buffalo NY
About Ibis Capital Management, LLC
Ibis Capital Management is a founder-led RIA (est. 2015) providing wealth management, investment management, portfolio reviews, and financial planning for individuals and families in Western New York and beyond. The practice emphasizes asset allocation using ETFs and index funds, with allocations that may include U.S. government/agency bonds and cash. Custodies through Interactive Brokers.
Team overview
42 AVG AGE
-- AVG AUM / ADVISOR
$305.1K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
0 Advisory Reps
0 RIA Reps
10yrs Firm Age
Insights
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Custodian
Vital Vital
Investment Themes
Harbor Atlas wave
Investment Vehicles
Alpha delta
Services
Foundation delta Harbor
Technology
Harbor momentum
Owner & Executives
M
Matthew Joseph Makowski
Managing Member
- CRD
- #6611262
- Ownership
- 75% or more
(322) 251-1825
alpha.matrix@atlascapital.com
in linkedin.com/in/radial-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,608,292 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,608,292 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,608,292
Equity - Exchange:
39.3% U.S. Government/Agency:
36.1% Cash:
24.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,586,801,013 | 39.3% |
| U.S. Government/Agency | $2,376,170,906 | 36.1% |
| Cash | $1,619,218,955 | 24.6% |
| Total | $6,582,190,874 | 100.0% |