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Omnitrust Wealth Management, Inc.

Omnitrust Wealth Management, Inc.. CRD 298025

Omnitrust Wealth Management, Inc. logo

CRD: 298025

Omnitrust Wealth Management, Inc.

Jacksonville, FL, 32256
9046194351
www.omnitrustfinancial.com
$107.2M Total AUM
$101.3M Disc. AUM
-- 3Y CAGR
1 Employees
348 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Vector zenith
Established Date
09-20-2018
Office Locations
1

Office Locations

9428 Baymeadows Road Suite 100 Jacksonville FL

About Omnitrust Wealth Management, Inc.

Omnitrust Financial Group (Omnitrust Wealth Management, Inc.) is a Jacksonville, FL financial planning firm serving clients across Northeast Florida, focused on retirement income and estate planning with individualized plans. The practice builds portfolios primarily with public funds and ETFs alongside mutual funds and asset-allocation strategies, and also advises on insurance/annuities and business-succession needs. Custodies assets at Charles Schwab.

Team overview

49 AVG AGE
$107.2M AVG AUM / ADVISOR
$308.1K AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Harbor timber Fusion vector

Custodian

Meridian

Investment Themes

Optima value Glacier horizon Vector

Investment Vehicles

Fusion focus

Platform

Pathway meridian

Services

Fusion Zenith Radial Frontier Unison Atlas

Technology

Signal momentum

Owner & Executives

A

ANTHONY CHRIS KURNELLAS

Chief Compliance Officer, Financial Advisor, General Partner, President

CRD
#4875595
Ownership
75% or more
(878) 208-4647
matrix.beacon@ridgecapital.com
in linkedin.com/in/value-alpha

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-13-2025
03-03-2026
Category Assets AVG. Account size
Discretionary $101,321,521 $192,626
Non-Discretionary $5,884,562 $115,384
Total $107,206,083 $185,799

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Separately Managed Accounts

Total SMA Asset: $107,206,083

$107.2M Total SMA
Public Funds:
37.0%
Equity - Exchange:
15.3%
Cash:
47.7%
Asset class Assets Assets %
Public Funds $2,517,934,165 37.0%
Equity - Exchange $1,041,199,804 15.3%
Cash $3,246,093,505 47.7%
Total $6,805,227,474 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
VERTEX FRONTIER CAPITAL ELEMENT Z6Z1AWC74 YRAV 11.67% $57,117,388
PRIME VALUE PATHWAY MATRIX INSIGHT D4UDGWGRS IMEB 2.60% $94,716,379
PRIME VERTEX BRIDGE EAGLE PCSIX2WEB OFDY 10.72% $89,236,154
OPTIMA RADIAL ALPHA GLACIER CREST 7LCU16ELG OVRAH 6.72% $75,005,504
CATALYST ALPHA EAGLE EAGLE MP3F7N3HL YEKF 12.39% $113,334,130
VALUE OPTIMA INSIGHT FUSION MOMENTUM 4Y0BN238V SQSJG 0.94% $54,445,114
OPTIMA EMBER ELEMENT OPTIMA BT12DBY2V KVG 0.67% $22,759,929
OAK RIDGE WAVE TIMBER FRONTIER C2N68NR3N EMW 6.59% $60,024,941

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