Omnistar Financial Group, Inc.
● SEC registered since 2016CRD 138515SEC# 801-107868Wilmington, NC
Reg. AUM
$285.7M
Employees
7
Accounts
1,077
Location
Wilmington, NC
Omnistar Financial Group, Inc. assets under management
Omnistar Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Wilmington, NC. The firm has been registered since 2016. It reports $285.7 million in regulatory assets under management and employs 7 people.
Omnistar Financial Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Phillip Lloyd Clark Control | President/Cco | Over 75% | 2002 |
Frequently asked questions
How much does Omnistar Financial Group, Inc. manage?
Omnistar Financial Group, Inc. reports $285.7 million in regulatory assets under management on its Form ADV.
How many employees does Omnistar Financial Group, Inc. have?
Omnistar Financial Group, Inc. reports 7 employees.
Where is Omnistar Financial Group, Inc. located?
Omnistar Financial Group, Inc. is based in Wilmington, NC and has been SEC-registered since 2016.
Does Omnistar Financial Group, Inc. disclose fund performance?
Omnistar Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1712 Eastwood Road, Suite 212, Wilmington, NC 28403 |
| Phone | 910-319-7834 |
| Fax | 877-203-4258 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$285.7M▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$285.7Mregulatory AUM
Discretionary $285.7M