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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-23-1987
- Office Locations
- 1
Office Locations
About OMC Financial Services LTD
OMC Financial Services is an independent RIA providing investment management plus retirement, estate, and IRA rollover planning for individuals, families, professionals, small business owners, and trusts. The firm emphasizes steady, goal-based strategies over aggressive “home run” portfolios and guides clients through market ups and downs, with account access via the Charles Schwab Client Center.
Team overview
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CRM
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Investment Vehicles
Platform
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Owner & Executives
CYNTHIA ANN SCOTT
Financial Advisor, General Partner, President
- CRD
- #734770
- Ownership
- 75% or more
JAMES MICHAEL CULLEN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Brian Andrew Jennings
--
- CRD
- #7689738
GREGORY WELLES JENNINGS
Investment Advisor, Managing Member
- CRD
- #2169365
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $328,048,406 | $490,356 |
| Non-Discretionary | $432,208 | $144,069 |
| Total | $328,480,614 | $488,810 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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