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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-14-2021
- Office Locations
- 1
Office Locations
About Alpha Omega Financial
Alpha Omega Financial is a Bradenton-based RIA. The firm has been operating for 5 years. Managing $187.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between February 5, 2025 and February 9, 2026, reported AUM increased 15.7%, from $161.6M to $187.0M.
Across 5 reported observations, AUM increased 45.0% between January 25, 2022 and February 9, 2026, from $128.9M to $187.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 87 clients, or 87 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on February 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
WILLIAM CARAMBELAS
Chief Compliance Officer, President
- CRD
- #5644917
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $186,968,599 | $554,803 |
| Non-Discretionary | $0 | -- |
| Total | $186,968,599 | $554,803 |
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Separately Managed Accounts
SMA allocation detail is available
Alpha Omega Financial has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.