Advisor at Komich Capital Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Komich Capital Advisors
Location
Ronkonkoma, NY 11779
Credentials
CFA®, Series 63, Series 66
Industry experience
7 years
Johnathan Komich is a CFA® charterholder and registered financial advisor with seven years of industry experience. He is the principal of Komich Capital Advisors, an independent firm he founded in 2019, and previously worked at Eaton Vance Management. In addition to his advisory role, he is an insurance agent with Barson Associates, focusing on personal and commercial insurance lines. Komich Capital Advisors provides financial planning and investment management services to individuals, trusts, investment companies, pension plans, and business entities. The firm emphasizes comprehensive household-level planning and custom portfolio construction based on after-tax expected returns and historic volatility, using ETFs, individual debt securities, mutual funds, and third-party managed accounts.
Based on Komich Capital Advisors
Fixed fee financial plans may be offered at KCA's sole discretion depending on complexity
$0 - $540,000: Flat fee $5,400 annually $540,000 - $10,000,000: 1.00% annually $10,000,000+: 0.50% annually
Account minimum: $540,000 Minimum fee: Minimum annual investment management fee of $5,400
4175 Veterans Memorial Hwy Suite 300
Ronkonkoma, NY 11779
Florida · Massachusetts · New York
Komich Capital Advisors
2021 - Present (5 years)
Barson Associates
2021 - Present (5 years)
EXTENDED Travel
2021 - 2021 (1 year)
Eaton Vance Management
2017 - 2021 (4 years)
Eaton Vance Management
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Series 65
Shirley, NY
Freemind Financial Advisory
Series 65
Dix Hills, NY
Life Planning Agency, Inc
Series 65
Commack, NY
First Shelbourne
PFS™
Port Jefferson Station, NY
O'Hara Wealth Management Inc
CFP®, ChFC®, Series 63, Series 65
Mt. Sinai, NY
Crystal Brook Advisors
CFP®, Series 63, Series 65
Bayport, NY
Focus Planning Group
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")