Akram M. Omari, CPA
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a state-registered investment adviser operated by a sole-practitioner CPA that provides advisory services primarily to the firm’s accounting and tax clients, including individuals, IRA owners and clients with pension plan investments. Advisory services described in the brochure emphasize tax planning alongside discretionary portfolio management for individual accounts.
The firm follows a long-term, diversified investment approach using mutual funds, ETFs and selective individual stocks, drawing on research sources such as Morningstar, Kiplinger and industry newsletters; advice is tailored to each client’s goals and objectives. It exercises discretionary authority under a limited power of attorney, custodies client assets at Charles Schwab, and conducts monthly reviews of client accounts to monitor risk and allocations.
Noteworthy features include operation by a long-tenured CPA as a solo proprietor who restricts advisory services to existing accounting and tax clients and manages approximately $87 million in client assets. The firm states it does not accept commissions or performance-based fees, uses no-load funds, maintains a Code of Ethics with personal-trading oversight, and indicates no relationships with issuers, consistent with not acting as a private-fund adviser.
Client services
Expertise
Fee options
1% of Assets under Management
Main office
870 Market St, Suite 1174
San Francisco CA 94102
Advisors at this office
1
Most active in
California
Also doing business as
Akram M. Omari, Cpa · Omari, Akram Motie
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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