Fee-only adviser · Buffalo, NY
Ibis Capital Management, LLC
Ibis Capital Management, LLC is a fee-only investment adviser registered with the securities regulators of Florida, New York, with its main office in Buffalo, New York. On its latest Form ADV, filed March 11, 2026, it reports $37M in regulatory assets under management and 120 individual clients. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida, New York |
|---|---|
| Firm CRD number | 282069 |
| Office | 448 Delaware Avenue Buffalo, NY 14202 |
| Phone | (716) 939-3005 |
| Website | www.ibiscapitalmanagementllc.com |
| Regulatory assets under management | $37M |
| Individual clients | 108 non-high-net-worth, 12 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 11, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Buffalo
- Courier Capital, LLC $3.6B
- Sterling Investment Counsel, LLC $1.0B
- Note Advisors, LLC $437M
- Sanderson Wealth Management, LLC $1.4B
- Hudson Capital Advisory, Inc. $328M
- North Woods Wealth Management $150M
See all 15 fee-only advisers in Buffalo →
Nearby
- West Seneca 1 firm
- Amherst 2 firms
- Wi 1 firm
- Williamsville 8 firms
- Orchard 3 firms
- Orchard Park 4 firms
- Getzville 2 firms
- East Amherst 1 firm
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