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| Omnistar Financial Group Inc
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|---|---|
| CRD # | 138515 |
| SEC # | 801-107868 |
| CIK # | 0001698777 |
| AUM | 285.7 M (2026-05-19) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 910-319-7834 |
| Address | 1712 Eastwood Road Wilmington, NC 28403 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 14.6 | ||
| Apple Inc | 6.2 | ||
| Target Corp | 3.6 | ||
| Cisco Systems Inc | 3.5 | ||
| Gilead Sciences Inc | 3.4 | ||
| Bristol Myers Squibb Co | 3.3 | ||
| Bank of America Corp /DE/ | 3.3 | ||
| United Parcel Service Inc | 3.1 | ||
| Starwood Property Trust Inc | 3.0 | ||
| Honeywell International Inc | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 158 | 50.6 |
| (b) Individuals (high net worth individuals) | 78 | 171.5 |
| (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 | 23 | 60.4 |
| (h) Charitable organizations | 1 | 2.6 |
| (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 | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,077 | 285.7 |
| By Discretionary | ||
| Discretionary | 1,077 | 285.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,077 | 285.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 285.7 | |
| Total | 1,077 | 285.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001698777] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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