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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Signal horizon
- Established Date
- 09-03-2024
- Office Locations
- 1
Office Locations
About Omega Capital Management LLC
Omega Capital Management LLC is an Ohio-based registered investment adviser providing comprehensive financial planning and investment management, with a stated emphasis on capital preservation and portfolio analysis of risk, fees, and quality. The firm also supports employer retirement plans, including 401(k) setup and ongoing advocacy. Tax expertise is core to the offering, with select planning packages including income tax preparation at no extra charge. Accepts clients nationwide.
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Owner & Executives
Sara Lisa Becker
Chief Compliance Officer, Managing Member
- CRD
- #7967469
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,992,007 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,992,007 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,992,007
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,274,918,922 | 23.5% |
| Equity - Exchange | $1,866,264,294 | 34.4% |
| Cash | $2,284,003,684 | 42.1% |
| Total | $5,425,186,900 | 100.0% |