A complete list of active advisors currently associated with Komich Capital Advisors

Warmer can help you find a great advisor at Komich Capital Advisors or one who fits your needs even better.

Komich CapitalAdvisors is a small, state-registered independent advisory firm that serves individuals, trusts, pension plans and business entities. It offers comprehensive financial planning and discretionary and non‑discretionary investment management, including allocations to ETFs, individual debt securities, mutual funds, third‑party managed accounts, and advice related to variable life/annuity products and employer‑sponsored retirement plans. The firm bases recommendations on a household balance sheet and needs analysis, matching time horizon and risk tolerance, and employs after‑tax expected total return and historical volatility analysis when determining portfolio allocations. Portfolios are implemented primarily through custodial relationships and reviewed on an ongoing basis (generally at least quarterly), with services often delivered as an integrated financial planning and investment management engagement. Noteworthy for a solo independent adviser, the firm discloses multiple solicitation and referral relationships with outside CPAs and a multi‑family office and states these arrangements may involve referral fees, reflecting an active third‑party referral network. The brochure also highlights the firm’s role in implementing insurance and annuity products and its acceptance of business‑entity clients, features that are less common among similar independent advisers.

To learn more about the advisors currently working at Komich Capital Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.