Alpha Omega Financial Advisory, Inc.
● SEC registered since 2021CRD 314289SEC# 801-121214
Reg. AUM
$187M
Employees
2
Accounts
337
Location
—
Alpha Omega Financial Advisory, Inc. assets under management
Alpha Omega Financial Advisory, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $187 million in regulatory assets under management and employs 2 people.
Alpha Omega Financial Advisory, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Carambelas Control | President/Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Alpha Omega Financial Advisory, Inc. manage?
Alpha Omega Financial Advisory, Inc. reports $187 million in regulatory assets under management on its Form ADV.
How many employees does Alpha Omega Financial Advisory, Inc. have?
Alpha Omega Financial Advisory, Inc. reports 2 employees.
Does Alpha Omega Financial Advisory, Inc. disclose fund performance?
Alpha Omega Financial Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 410-592-8936 |
| Fax | 443-203-3113 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$187M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$187Mregulatory AUM
Discretionary $187M