Omnistar Financial Group Inc

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Omnistar Financial Group Inc
CRD #138515
SEC #801-107868
CIK #0001698777
AUM 285.7 M (2026-05-19)
Employees 7 (71% Investors, 0% Brokers)
Fees
Minimum
Phone910-319-7834
Address1712 Eastwood Road
Wilmington, NC 28403
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
3002401801206002010201520212027
Fees and Compensation — Form ADV Part 2A (5/8/2026) [Brochure]
Item 5 Fees and Compensation
Please refer to the "Advisory Business" section in this brochure for information on our advisory fees,
fee deduction arrangements, and refund policy according to each service we offer.

Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in
mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory
services are separate and distinct from the fees and expenses charged by mutual funds or exchange
traded funds (described in each fund's prospectus) to their shareholders. These fees will generally
include a management fee and other fund expenses. You will also incur transaction charges and/or
brokerage fees when purchasing or selling securities. These charges and fees are typically imposed by
the broker-dealer or custodian through whom your account transactions are executed. We do not
share in any portion of the brokerage fees/transaction charges imposed by the broker-dealer or
custodian. To fully understand the total cost you will incur, you should review all the fees charged by
mutual funds, exchange traded funds, our firm, and others. For information on our brokerage practices,
please refer to the "Brokerage Practices" section of this brochure.

Compensation for the Sale of Investment Products
Persons providing investment advice on behalf of our firm are licensed as independent insurance
agents. These persons will earn commission-based compensation for selling insurance products,
including insurance products they sell to you. Insurance commissions earned by these persons are
separate and in addition to our advisory fees. This practice presents a conflict of interest because
persons providing investment advice on behalf of our firm who are insurance agents have an incentive
to recommend insurance products to you for the purpose of generating commissions rather than solely
based on your needs. However, you are under no obligation, contractually or otherwise, to purchase
insurance products through any person affiliated with our firm.
Account Minimums and Types of Clients — Form ADV Part 2A (5/8/2026) [Brochure]
Item 7 Types of Clients
We offer investment advisory services to individuals, pension and profit sharing plans, trusts, estates,
charitable organizations, corporations, and other business entities.

In general, we require a minimum of $250,000 to become a wealth management client of our firm. At
our discretion, we may lower the minimum account size. For example, we may lower the minimum if
you appear to have significant potential for increasing your assets under our management. We may
also combine account values for you and your minor children, joint accounts with your spouse, and
other types of related accounts to meet the stated minimum.
Sector Form 13F Holdings Value ($M)
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Apple Inc 6.2
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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 ($M)
200160120804002018202120242027
AUM Breakdown Accounts AUM ($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
ServesInstitutional, Retail
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