$22.6M Total AUM
$22.6M Disc. AUM
-- 3Y CAGR
1 Employees
89 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-05-2021
- Office Locations
- 1
Office Locations
4175 Veterans Memorial HWY Suite 300 Ronkonkoma NY
About Komich Capital Advisors
Komich Capital Advisors is a New York-based RIA serving families, individuals, and businesses with financial planning and custom investment strategies that adapt as goals change. Portfolios primarily use ETFs and U.S. government/agency bonds, with mutual funds used selectively. The firm custodies with Charles Schwab and publishes ongoing market commentary via its blog.
Team overview
-- AVG AGE
$22.6M AVG AUM / ADVISOR
$253.8K AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
JOHNATHAN ANDREW KOMICH
Chief Compliance Officer, Manager, President
- CRD
- #5784493
- Ownership
- 75% or more
Available
Available
Available
J
Joyce Mary DiBuono-Komich
--
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,590,313 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,590,313 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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