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Omega Financial Group, LLC

● SEC registered since 2013CRD 164147SEC# 801-77745Santa Barbara, CA
Export (members)
Reg. AUM
$480.2M
Employees
6
Accounts
943
Location
Santa Barbara, CA

Omega Financial Group, LLC assets under management

Omega Financial Group, LLC is a registered investment adviser overseen by the SEC based in Santa Barbara, CA. The firm has been registered since 2013. It reports $480.2 million in regulatory assets under management and employs 6 people.

Omega Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bryan William Reinhard ControlManaging Member, Chief Compliance Officer10-25%2012
Dylan Blu Minor ControlManaging Member, Chief Investment OffierOver 75%2012

Frequently asked questions

How much does Omega Financial Group, LLC manage?

Omega Financial Group, LLC reports $480.2 million in regulatory assets under management on its Form ADV.

How many employees does Omega Financial Group, LLC have?

Omega Financial Group, LLC reports 6 employees.

Where is Omega Financial Group, LLC located?

Omega Financial Group, LLC is based in Santa Barbara, CA and has been SEC-registered since 2013.

Does Omega Financial Group, LLC disclose fund performance?

Omega Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address812 Anacapa Street, Santa Barbara, CA 93101
Phone805-617-4363
Fax805-560-9030
Office hours8a.m. - 4p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1767982
Discloses disciplinary historyNo

Assets under management

Discretionary$477.3M
Non-discretionary$2.9M
Total (RAUM)$480.2M