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Omicron Advisors, LLC

Omicron Advisors, LLC. CRD 165250

Omicron Advisors, LLC logo

CRD: 165250

Omicron Advisors, LLC

Lancaster, PA, 17601
3024539662
omicronadvisors.com
$151.2M Total AUM
$151.2M Disc. AUM
-- 3Y CAGR
2 Employees
82 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Vital
Established Date
01-02-2013
Office Locations
1

Office Locations

300 Granite RUN Drive Suite 120 Lancaster PA

About Omicron Advisors, LLC

Omicron Advisors, LLC is an independent RIA providing investment management plus integrated financial planning and tax-aware guidance for successful individuals. Led by CFP® practitioners including a CPA/PFS, the firm builds data-driven, globally diversified portfolios aligned to volatility tolerance and a disciplined, market-efficiency philosophy. Custody is via Charles Schwab.

Team overview

-- AVG AGE
$75.6M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
13.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age

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Asset Classes

Focus catalyst

Client Personas

Summit momentum

Investment Themes

Vertex Foundation crest Horizon harbor Meridian

Investment Vehicles

Horizon Delta

Services

Eagle frontier Frontier crest Ember oak Vital eagle Beacon radial Vector

Technology

Matrix

Owner & Executives

R

ROSS WILSON BURNAM

Financial Advisor, General Partner, Managing Member

CRD
#4081305
Ownership
75% or more
(624) 360-8458
ember.ridge@crestcapital.com
in linkedin.com/in/oak-prime
R

ROSS CHRISTIAN BURNAM

Chief Compliance Officer, Financial Advisor, General Partner, Managing Member

CRD
#5012986
Ownership
25% but less than 50%
(543) 209-1647
capital.signal@quantumcapital.com
in linkedin.com/in/oak-wave

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-17-2022
06-07-2023
03-15-2024
03-25-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $151,150,448 $759,550
Non-Discretionary $0 --
Total $151,150,448 $759,550

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Separately Managed Accounts

Total SMA Asset: $151,150,448

$151.2M Total SMA
Public Funds:
25.2%
U.S. Government/Agency:
15.2%
Equity - Exchange:
37.5%
Cash:
22.1%
Asset class Assets Assets %
Public Funds $1,158,944,779 25.2%
U.S. Government/Agency $699,046,057 15.2%
Equity - Exchange $1,724,620,207 37.5%
Cash $1,016,376,176 22.1%
Total $4,598,987,219 100.0%

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