Johnathan Komich
Komich Capital Advisors · Ronkonkoma, New York
Johnathan Komich is a fee-only financial advisor at Komich Capital Advisors in Ronkonkoma, New York, who holds the CFA credential. Johnathan focuses on tax planning. Komich Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Komich Capital Advisors |
|---|---|
| Based in | Ronkonkoma, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $22.6M across 199 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, MA, NY · CRD 5784493 |
| Exams passed | Series 63 (2010) · Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.komichcapital.com |
| Profile |
How Johnathan's firm compares
- Komich Capital Advisors's average account is about $114,000, from its Form ADV (assets managed divided by 199 accounts).
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Questions about Johnathan
Is Johnathan Komich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Johnathan holds no broker registration, and Komich Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Johnathan charge for financial advice?
Johnathan's firm, Komich Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Johnathan Komich based?
Johnathan Komich is based in Ronkonkoma, New York.
What does Johnathan specialize in?
Johnathan's specialties include tax planning.
What credentials does Johnathan Komich hold?
Johnathan Komich holds the CFA credential.
Is Johnathan Komich registered with the SEC?
Yes. Johnathan Komich is registered as an investment adviser representative in FL, MA and NY (CRD 5784493), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Komich Capital Advisors manage?
Komich Capital Advisors reports $22.6M across 199 accounts in assets under management.
How do I contact Johnathan Komich?
Through Johnathan's website, www.komichcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Komich Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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