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| Omega Financial Group LLC
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|
|---|---|
| CRD # | 164147 |
| SEC # | 801-77745 |
| CIK # | 0001767982 |
| AUM | $552.4 M (2026-06-04) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 805-617-4363 |
| Address | 812 Anacapa Street Santa Barbara, CA 93101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.9 | ||
| Affirm Holdings Inc | 4.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 66.6 |
| (b) Individuals (high net worth individuals) | 148 | 475.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 8.9 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 974 | 552.4 |
| By Discretionary | ||
| Discretionary | 969 | 549.9 |
| Non-Discretionary | 5 | 2.5 |
| Total | 974 | 552.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 551.6 | |
| Total | 974 | 552.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767982] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mission Creek Capital Partners Inc
✚
|
CA | 0.7 |
|
Contravisory Investment Management Inc
✚
|
MA | 0.7 |
|
White Oaks Wealth Advisors Inc
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|
MN | 0.6 |
|
Cachetech Inc
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|
UT | 0.5 |
|
Birinyi Associates Inc
✚
|
CT | 0.5 |
|
Rothschild Capital Partners LLC
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|
NY | 0.5 |
|
Sturgeon Ventures LLP
✚
|
0.4 | |
|
SL Advisors LLC
✚
|
0.4 | |
|
Pacific Point Advisors LLC
✚
|
CA | 0.4 |
|
Papamarkou Wellner Asset Management Inc
✚
|
NY | 0.4 |