OM Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
OM Investments provides discretionary asset management, financial planning, and retirement-plan advisory services, including acting as a limited-scope ERISA 3(21) fiduciary for qualified plans. The firm’s written services include ongoing portfolio management, delivery of financial plans, and participant education and plan monitoring for sponsors.
The firm manages accounts on a discretionary basis and uses a mix of fundamental, technical, charting and cyclical analysis to align portfolios with documented client objectives, time horizons and risk tolerances. Financial planning is offered on a fixed- or hourly-fee basis, and accounts are reviewed at least quarterly with attention to allocation, rebalancing and tax-loss harvesting opportunities.
Distinctive features include the firm’s explicit ERISA 3(21) pension-consulting role and the availability of hourly planning fees, both of which are uncommon among peer investment-manager firms. The principal holds multiple advanced credentials (CFP, ChFC, CPWA), discloses outside business activities including a marketing services entity and an active insurance license, and the brochure notes the firm reported no client assets under management as of December 31, 2023; these outside activities are identified as potential conflicts and are disclosed.
Client services
Expertise
Fee options
Fixed fee between $200 and $2,500 based on complexity and Client needs
1.00% annually
$100 per hour
Main office
Houston TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Om Investments · Om Oniyamedia L.L.C
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
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