OMEGA FINANCIAL GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$552,413,654
Discretionary
$549,914,757
Non-discretionary
$2,498,897
Firm details
- CRD number
- 164147
- SEC file number
- 801-77745
- Main office
- SANTA BARBARA, CA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.