|
⚲
|
| Keyboard |
| OMNI Financial LLC
✚
|
|
|---|---|
| CRD # | 314670 |
| SEC # | 801-131556 |
| CIK # | 0001653274 |
| AUM | 116.9 M (2026-01-09) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 608-467-4333 |
| Address | 5944 Seminole Centre Madison, WI 53711 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 411 | 36.3 |
| (b) Individuals (high net worth individuals) | 115 | 73.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 762 | 116.9 |
| By Discretionary | ||
| Discretionary | 534 | 115.3 |
| Non-Discretionary | 228 | 1.6 |
| Total | 762 | 116.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.9 | |
| Total | 762 | 116.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001653274] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gardner Asset Management LLC
✚
|
TX | 125.3 M |
|
Encompass Advisory Services LLC
✚
|
TX | 121.3 M |
|
Hinsdale Associates Inc
✚
|
IL | 120.1 M |
|
Cox Financial Group Inc
✚
|
OH | 119.5 M |
|
Paradigm Wealth Management LLC
✚
|
NE | 116.3 M |
|
Colburn Wealth Management LLC
✚
|
OH | 116.2 M |
|
Beyond Your Hammock LLC
✚
|
MA | 115.4 M |
|
Leach Bickmore & Weiss Wealth Management LLC
✚
|
WI | 115.3 M |
|
Kaltbaum Capital Management LLC
✚
|
110.9 M | |
|
Taber Asset Management LLC
✚
|
110.0 M |