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Advisor

Matthew Makowski

Ibis Capital Management · Buffalo, New York

Matthew Makowski is a fee-only financial advisor at Ibis Capital Management in Buffalo, New York. Ibis Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only

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Facts

FirmIbis Capital Management
Based in Buffalo, New York
Fee model (firm's Form ADV)Percentage of assets · Hourly
Accepting new clientsYes
Assets under management$36.6M across 166 accounts
SEC registration Investment adviser representative in FL, NY · CRD 6611262
Exams passedSeries 65 (2015)
Firm size1 employee
Disclosures Reported; see the SEC record
Websitewww.buffaloinvestments.com
LinkedInProfile

How Matthew's firm compares

  • Ibis Capital Management's average account is about $221,000, from its Form ADV (assets managed divided by 166 accounts).

What fee-only advisors charge in New York

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Questions about Matthew

Is Matthew Makowski a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Ibis Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Matthew charge for financial advice?

Matthew's firm, Ibis Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is Matthew Makowski based?

Matthew Makowski is based in Buffalo, New York.

Is Matthew Makowski registered with the SEC?

Yes. Matthew Makowski is registered as an investment adviser representative in FL and NY (CRD 6611262), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does Ibis Capital Management manage?

Ibis Capital Management reports $36.6M across 166 accounts in assets under management.

How do I contact Matthew Makowski?

Through Matthew's website, www.buffaloinvestments.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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