A
$187.0M Total AUM
$187.0M Disc. AUM
-- 3Y CAGR
2 Employees
87 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-14-2021
- Office Locations
- 1
Office Locations
-- Bradenton FL
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.
Team overview
-- AVG AGE
$187.0M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
5.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM CARAMBELAS
Chief Compliance Officer, President
- CRD
- #5644917
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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