Overview
Assets Under Management: $140 million
Headquarters: FLANDERS, NJ
High-Net-Worth Clients: 54
Average Client Assets: $1.6 million
Frequently Asked Questions
OMEGA CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129167), OMEGA CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
OMEGA CAPITAL MANAGEMENT, LLC is headquartered in FLANDERS, NJ.
OMEGA CAPITAL MANAGEMENT, LLC serves 54 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, OMEGA CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
OMEGA CAPITAL MANAGEMENT, LLC manages $140 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, OMEGA CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.43%
Average Client Assets: $1.6 million
Total Client Accounts: 568
Discretionary Accounts: 568
Regulatory Filings
CRD Number: 129167
Filing ID: 2067182
Last Filing Date: 2026-03-17 16:23:03