CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
CRD #125689 SEC #801-69021 CLIFTON PARK, NY 518-280-0030
SEC Registered
Total AUM
$232M
Discretionary
$232M
Employees
1
Clients
101
Accounts
542
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $232M | $232M | $0 | 1 | 8 |
| Mar 2024 | $217M | $217M | $0 | 1 | 9 |
| Mar 2023 | $165M | $165M | $0 | 1 | 8 |
| Mar 2022 | $184M | $184M | $0 | 2 | 8 |
| Mar 2021 | $175M | $175M | $0 | 1 | 0 |
| Jun 2020 | $138M | $138M | $0 | 1 | 0 |
| Apr 2020 | $138M | $138M | $0 | 1 | 0 |
| Mar 2019 | $156M | $156M | $0 | 1 | 0 |
| Mar 2018 | $145M | $145M | $0 | 1 | 400 |
| Mar 2017 | $131M | $131M | $0 | 2 | 26 |
| Mar 2016 | $121M | $121M | $0 | 2 | 26 |
| Nov 2015 | $117M | $117M | $0 | 1 | 26 |
| Jul 2015 | $117M | $117M | $0 | 1 | 26 |
| Mar 2015 | $117M | $117M | $0 | 1 | 26 |
| Mar 2014 | $105M | $105M | $0 | 1 | 26 |
| Apr 2013 | $82M | $82M | $0 | 1 | 26 |
| Oct 2012 | $75M | $75M | $0 | 1 | 26 |
| Apr 2012 | $64.5M | $64.5M | $0 | 1 | 26 |
| Jul 2010 | $47.3M | $47.3M | $0 | 5 | -- |
| Mar 2010 | $47.3M | $47.3M | $0 | 5 | -- |
| Oct 2009 | $32.4M | $32.4M | $0 | 5 | -- |
| Sep 2009 | $32.4M | $32.4M | $0 | 5 | -- |
| Mar 2008 | $36M | $36M | $0 | 5 | -- |
DateMar 2025
Total AUM$232M
Discretionary$232M
Non-Disc.$0
Employees1
Clients8
DateMar 2024
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees1
Clients9
DateMar 2023
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees1
Clients8
DateMar 2022
Total AUM$184M
Discretionary$184M
Non-Disc.$0
Employees2
Clients8
DateMar 2021
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees1
Clients0
DateApr 2020
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees1
Clients400
DateMar 2017
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees2
Clients26
DateMar 2016
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees2
Clients26
DateNov 2015
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees1
Clients26
DateJul 2015
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees1
Clients26
DateMar 2015
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees1
Clients26
DateMar 2014
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees1
Clients26
DateApr 2013
Total AUM$82M
Discretionary$82M
Non-Disc.$0
Employees1
Clients26
DateOct 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees1
Clients26
DateJul 2010
Total AUM$47.3M
Discretionary$47.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$47.3M
Discretionary$47.3M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$32.4M
Discretionary$32.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$32.4M
Discretionary$32.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--