$552.4M Total AUM
$549.9M Disc. AUM
-- 3Y CAGR
6 Employees
324 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- North capital
- Established Date
- 06-01-2012
- Office Locations
- 1
Office Locations
812 Anacapa Street Santa Barbara CA
About Omega Financial Group, LLC
Omega Financial Group is an independent Santa Barbara RIA providing discretionary wealth management and sophisticated financial consulting for families with complex financial needs. Services include legacy planning and global strategy design, with a discovery-led fit process before engagement. Investment implementation can include ETFs and alternative allocations, with custody through firms such as Schwab and Fidelity.
Team overview
-- AVG AGE
$138.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
11.2 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Crest value Legacy Ember vital Summit peak Meridian prime
Client Personas
Meridian Prime
Custodian
Atlas element Matrix oak Catalyst foundation Quantum Vertex radial Vector
Investment Themes
Value vital Zenith glacier Crest Value Zenith Prime
Investment Vehicles
Summit Foundation fusion
Platform
Matrix meridian
Services
Alpha eagle Optima Capital eagle Pioneer Alpha frontier Zenith momentum Glacier Timber Pioneer Beacon oak
Technology
Summit ridge
Owner & Executives
D
DYLAN BLU MINOR
Managing Member
- CRD
- #2245009
- Ownership
- 75% or more
(697) 516-2263
zenith.atlas@meridiancapital.com
in linkedin.com/in/timber-zenith
B
BRYAN WILLIAM REINHARD
Chief Compliance Officer, Managing Member
- CRD
- #3257820
- Ownership
- 10% but less than 25%
(330) 721-4302
bridge.pioneer@pioneercapital.com
in linkedin.com/in/optima-optima
Showing 2 of 2 owners & executives
Unlock allContacts
M
Mitchell Davis Kuhn
--
- CRD
- #8247450
(317) 923-1612
vector.pathway@deltacapital.com
in linkedin.com/in/bridge-alpha
P
PAUL COOPER KUHN
Wealth Advisor
- CRD
- #2718397
(460) 631-8469
radial.glacier@timbercapital.com
in linkedin.com/in/summit-legacy
V
Vertex summit
Unison timber
- CRD
- #80297
(570) 318-3841
insight.signal@deltacapital.com
in linkedin.com/in/vector-harbor
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $549,914,757 | $567,507 |
| Non-Discretionary | $2,498,897 | $499,779 |
| Total | $552,413,654 | $567,160 |
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Separately Managed Accounts
Total SMA Asset: $552,413,654
Public Funds:
24.2% Private Funds:
11.0% Equity - Exchange:
11.5% Cash:
43.3% Corporate - Investment Grade:
10.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,258,855,004 | 24.2% |
| Private Funds | $572,206,820 | 11.0% |
| Equity - Exchange | $598,216,221 | 11.5% |
| Cash | $2,252,414,118 | 43.3% |
| Corporate - Investment Grade | $520,188,018 | 10.0% |
| Total | $5,201,880,181 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR MERIDIAN ALPHA | HARBOR PATHWAY | 2DOM39A2E | HJCBQ | 11.51% | $94,126,908 |
| MERIDIAN CAPITAL | GLACIER HARBOR | JSO9582SL | TAKI | 12.20% | $101,349,165 |
| FUSION PATHWAY | LEGACY TIMBER | GTK3A04J9 | IENB | 1.94% | $59,348,085 |
| HORIZON HARBOR ATLAS | OPTIMA VECTOR | AQRBJXKTU | DSHV | 6.77% | $88,226,435 |
| SIGNAL MERIDIAN | OAK HORIZON | A5VQRP19B | ZXJ | 1.30% | $2,077,604 |
| DELTA MATRIX MOMENTUM | MATRIX VITAL | 53GLKIZP2 | GIUXQ | 10.08% | $21,434,037 |
| NORTH OAK | ELEMENT WAVE | 3WCDNNWW7 | HPQSA | 6.69% | $78,664,671 |
| PEAK VALUE LEGACY | BRIDGE INSIGHT | 2YGW8REJI | MLD | 11.04% | $50,854,749 |