CRD: 138515
Omnistar Financial Group, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Insight matrixSignal focus +more
- Established Date
- 02-22-2006
- Office Locations
- 1
Office Locations
About Omnistar Financial Group, Inc.
OmniStar Financial Group is a Wilmington, NC wealth management firm serving high-achieving business owners, professionals, and families with integrated planning that aligns business, personal wealth, and legacy goals. Its 10-element framework spans cash-flow, risk management, tax and estate strategies, and investment oversight; portfolios are managed primarily with ETFs on Fidelity/NFS custody and may use options-based income approaches when appropriate.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
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Services
Technology
Owner & Executives
PHILLIP LLOYD CLARK
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #3044343
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Lawrence Spell Carr
Associate Advisor
- CRD
- #7517209
ROGER LEE FULLER
Portfolio Manager
- CRD
- #2674665
Focus value
Summit zenith horizon
- CRD
- #61629
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $285,730,273 | $265,302 |
| Non-Discretionary | $0 | -- |
| Total | $285,730,273 | $265,302 |
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Separately Managed Accounts
Total SMA Asset: $285,730,273
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $705,455,542 | 22.5% |
| Cash | $984,502,401 | 31.4% |
| Public Funds | $918,659,884 | 29.3% |
| Private Funds | $526,740,139 | 16.8% |
| Total | $3,135,357,966 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER BRIDGE VERTEX | PIONEER HARBOR | J03O0E1JN | GDY | 6.34% | $40,881,838 |
| PEAK FOCUS FOCUS | ATLAS SIGNAL | O4TCC7LGH | MQDA | 8.08% | $16,256,263 |
| WAVE BRIDGE FOCUS | SIGNAL MATRIX | EJE7HS6EI | IWNL | 0.79% | $37,160,384 |
| HARBOR SUMMIT | HARBOR VECTOR | RAU05O1CJ | LKP | 6.36% | $105,022,317 |
| MOMENTUM OAK | EMBER SUMMIT | N8U0CP5FM | NRFG | 7.77% | $116,766,838 |
| SUMMIT DELTA MERIDIAN | MOMENTUM QUANTUM | UZSNFBHP0 | TFTTM | 1.57% | $74,462,263 |
| CATALYST MATRIX | ALPHA MATRIX | 4G58OKV5X | WPK | 12.38% | $101,862,581 |
| DELTA BRIDGE | ATLAS FUSION | NWB2SK4Y1 | SFHXI | 6.91% | $56,221,642 |