Omega Financial Group, LLC
● SEC registered since 2013CRD 164147SEC# 801-77745Santa Barbara, CA
Reg. AUM
$552.4M
Employees
6
Accounts
974
Location
Santa Barbara, CA
Omega Financial Group, LLC assets under management
Omega Financial Group, LLC is a registered investment adviser overseen by the SEC based in Santa Barbara, CA. The firm has been registered since 2013. It reports $552.4 million in regulatory assets under management and employs 6 people.
Omega Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan William Reinhard Control | Managing Member, Chief Compliance Officer | 10-25% | 2012 |
| Dylan Blu Minor Control | Managing Member, Chief Investment Offier | Over 75% | 2012 |
Frequently asked questions
How much does Omega Financial Group, LLC manage?
Omega Financial Group, LLC reports $552.4 million in regulatory assets under management on its Form ADV.
How many employees does Omega Financial Group, LLC have?
Omega Financial Group, LLC reports 6 employees.
Where is Omega Financial Group, LLC located?
Omega Financial Group, LLC is based in Santa Barbara, CA and has been SEC-registered since 2013.
Does Omega Financial Group, LLC disclose fund performance?
Omega Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 812 Anacapa Street, Santa Barbara, CA 93101 |
| Phone | 805-617-4363 |
| Fax | 805-560-9030 |
| Office hours | 8a.m. - 4p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1767982 |
| Discloses disciplinary history | No |
Regulatory AUM
$552.4M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$552.4Mregulatory AUM
Discretionary $549.9MNon-discretionary $2.5M