Overview
Assets Under Management: $480 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 129
Average Client Assets: $3 million
Frequently Asked Questions
OMEGA FINANCIAL GROUP, 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 #164147), OMEGA FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
OMEGA FINANCIAL GROUP, LLC is headquartered in SANTA BARBARA, CA.
OMEGA FINANCIAL GROUP, LLC serves 129 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, OMEGA FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
OMEGA FINANCIAL GROUP, LLC manages $480 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, OMEGA FINANCIAL GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.43
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 943
Discretionary Accounts: 939
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 164147
Last Filing Date: 2025-02-10 00:00:00
Website: https://omegafingroup.com