Comfort Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Comfort Capital Management LLC is a fee‑only registered investment adviser that offers investment management and financial planning services, including both ongoing and project‑based engagements, to individuals and high‑net‑worth clients. The firm was formed and registered in 2025 and the ADV reports that it currently has no assets under management and no advisory clients.
The firm describes an investment process based on fundamental analysis and modern portfolio theory, implementing asset allocation and passive‑fund strategies and offering discretionary authority when clients agree to it. Clients are offered tailored plans and may impose reasonable written restrictions, and the adviser relies on an independent custodian relationship (Schwab) for trade execution and custody.
Noteworthy aspects disclosed in the brochure include the firm’s recent formation and sole‑principal structure, together with a substantial non‑investment outside business activity that the firm estimates consumes roughly 85% of the principal’s time, a circumstance the firm says is mitigated by its longer‑term, low‑turnover approach. The brochure also highlights an active online presence (website and social media) and a combination of percentage‑of‑AUM management alongside recurring and project‑based planning fee arrangements.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Business sale tax planning
Cash flow / budgeting
Retirement withdrawal strategies
General estate planning guidance
Fee options
Fixed fee for Project-Based Financial Planning ranging from $500 to $6,000.
$0 - $250,000: 1.00% $250,001+: 0.50%
Ongoing Financial Planning fees charged monthly from $50 to $500.
Fee-only: Investment Management Services fees are negotiable based on a percentage of assets under management, using a tiered schedule as noted; Financial Planning services charged as fixed fees ranging from $50 to $500 monthly for ongoing planning and $500 to $6,000 for project-based planning.
Main office location
Comfort Capital Management
Livonia NY, United States
Number of offices
1
Most active in
Comfort Capital Management has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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