A complete list of active advisors currently associated with Comfort Capital Management
Warmer can help you find a great advisor at Comfort Capital Management or one who fits your needs even better.
Comfort Capital Management LLC is a fee‑only registered investment adviser that offers investment management and financial planning services, including both ongoing and project‑based engagements, to individuals and high‑net‑worth clients. The firm was formed and registered in 2025 and the ADV reports that it currently has no assets under management and no advisory clients. The firm describes an investment process based on fundamental analysis and modern portfolio theory, implementing asset allocation and passive‑fund strategies and offering discretionary authority when clients agree to it. Clients are offered tailored plans and may impose reasonable written restrictions, and the adviser relies on an independent custodian relationship (Schwab) for trade execution and custody. Noteworthy aspects disclosed in the brochure include the firm’s recent formation and sole‑principal structure, together with a substantial non‑investment outside business activity that the firm estimates consumes roughly 85% of the principal’s time, a circumstance the firm says is mitigated by its longer‑term, low‑turnover approach. The brochure also highlights an active online presence (website and social media) and a combination of percentage‑of‑AUM management alongside recurring and project‑based planning fee arrangements.
To learn more about the advisors currently working at Comfort Capital Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Livonia, NY
| 0
|
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