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$139.7M Total AUM
$139.7M Disc. AUM
13.8% 3Y CAGR
2 Employees
335 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2002
- Office Locations
- 1
Office Locations
268 Route 206 Suite 408 Flanders NJ
About Omega Capital Management, LLC
Omega Capital Management, LLC is a Flanders-based RIA. The firm has been operating for 24 years. Managing $139.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Team overview
-- AVG AGE
$139.7M AVG AUM / ADVISOR
$417.1K AVG AUM / CLIENT
17.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Owner & Executives
S
STEVEN M BEDELL
Chief Compliance Officer, Investment Advisor, MANAGING PRINCIPAL
- CRD
- #2401066
- Ownership
- 75% or more
Available
Available
Available
J
JENNIFER BETH BEDELL
ADMINISTRATIVE ASSISTANT
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $139,739,351 | $246,020 |
| Non-Discretionary | $0 | -- |
| Total | $139,739,351 | $246,020 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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