Domani Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$332,437,655
Clients
63
Advisors
2
of 3 employees
About
Domani Advisors provides discretionary investment management and consolidated reporting services to individuals, high‑net‑worth clients, trusts, foundations and small businesses in a family‑office style. The firm manages roughly $362.8 million across about 63 client relationships with two advisors and also offers standalone reporting and oversight for third‑party and private investments.
Investment decisions are guided by asset‑allocation frameworks and multiple analysis methods — fundamental, quantitative, technical and cyclical — and portfolios typically use institutional mutual fund share classes plus ETFs, bonds, REITs and individual securities. The firm also employs derivatives, option strategies, short sales and margin as part of its toolset, and it partners with third‑party “SignalProviders” for certain signal‑based or market‑timing strategies that clients must opt into.
Domani is notable among peers for sponsoring a wrap fee program and for explicitly using borrowing and derivatives within separately managed accounts, practices that are uncommon for supported firms. It also routinely provides reporting and monitoring on external/private investments (while not performing fund‑level due diligence) and implements standing third‑party transfer authorizations, which create limited custody considerations.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.80% $2,000,000 - $10,000,000: 0.70% $10,000,000 - $20,000,000: 0.60% $20,000,000 - $50,000,000: 0.50% $50,000,000 - $100,000,000: 0.40% $100,000,000 - $200,000,000: 0.30% $200,000,000+: 0.20%
Main office
10 West 33rd Street, Suite 802
New York NY 10001
Advisors at this office
2
Most active in
Florida · New Jersey · New York
Also doing business as
American Alpha Advisors, LLC · Domani Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Sam H
Series 66
New York, NY
Domani Advisors
Sam Haddad is a financial advisor with Domani Advisors in New York, NY, holding a Series 66 designation and 14 years of industry experience. He has worked at Domani Advisors since 2018 and previously spent nine years at Morgan Stanley, including three years at Morgan Stanley Private Bank, National Association. Domani Advisors provides discretionary investment management and consolidated reporting services to individuals, high-net-worth clients, trusts, foundations, and small businesses in a family-office style. The firm manages approximately $362.8 million across about 63 client relationships and utilizes a range of investment strategies including fundamental, quantitative, technical, and cyclical analysis, along with the use of derivatives and borrowing within separately managed accounts.
Ricky T
Series 65
New York, NY
Domani Advisors
Ricky Tawil is a financial advisor at Domani Advisors in New York, NY, holding a Series 65 designation with five years of industry experience. Prior to his current role since 2018, he worked briefly at Eureka Capital Partners LLC and The Glenmede Trust Company, and has experience in technology consulting through an independent consulting business focused on software and technology for small-to-medium sized businesses. Domani Advisors provides discretionary investment management and consolidated reporting services primarily to individuals, high-net-worth clients, trusts, foundations, and small businesses, using a family-office style approach with a range of investment strategies including derivatives and option strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)