Omc Financial Services Ltd
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
OMC Financial Services, Ltd. serves individuals (including high-net-worth clients), trusts, estates, corporations and other business entities, providing individualized investment management and financial planning services on a primarily discretionary basis. The firm reports roughly $328 million in discretionary assets under management across about 269 client relationships and operates with a three-advisor support team.
Investment decisions combine fundamental company and industry analysis with technical tools such as chart patterns, momentum and relative strength, and the firm implements both long- and short-term holdings. The adviser conducts continuous monitoring, uses aggregated (block) trading when appropriate, and may require clients to maintain custody through Schwab Advisor Services while using Schwab’s institutional trading and reporting resources; two portfolio review conferences are scheduled semi‑annually as part of the review process.
The firm is privately owned and has been registered since 1987, and it is notable for a relatively large asset base given its small advisor team compared with similarly supported firms. OMC maintains a written Code of Ethics and insider‑trading controls with monitored personal trading, does not accept custody of client funds, and leaves proxy voting to clients, which together shape its operational and compliance profile relative to peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$250/hour
Account minimum: $100,000
Main office
5789 Widewaters Parkway
Dewitt NY 13214
Advisors at this office
3
Most active in
Florida · New Hampshire · New York · North Carolina · Pennsylvania · South Carolina · Texas
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.
Advisors at this firm
Brian J
Series 65
Dewitt, NY
Omc Financial Services Ltd
Brian Jennings is a Series 65-licensed advisor at OMC Financial Services Ltd with three years of industry experience. He has previously worked at Greg Jennings LLC and was employed by the St. Louis Cardinals organization from 2016 to 2018. OMC Financial Services Ltd provides individualized investment management and financial planning services primarily on a discretionary basis to individuals, trusts, estates, corporations, and other business entities. The firm combines fundamental analysis with technical tools, manages approximately $328 million in discretionary assets, and operates with a three-advisor support team.
Gregory J
Series 63, Series 66
Dewitt, NY
Omc Financial Services Ltd
Gregory Jennings is a financial advisor at OMC Financial Services Ltd with five years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Omc Financial Services Ltd since 2012. Jennings previously operated Greg Jennings, LLC from 2018 to 2026. OMC Financial Services, Ltd. provides individualized investment management and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm combines fundamental and technical analysis in its investment approach and manages approximately $328 million in discretionary assets with a three-advisor team.
Cynthia S
ChFC®, Series 63, Series 66
Dewitt, NY
Omc Financial Services Ltd
Cynthia Scott is a financial advisor at OMC Financial Services Ltd with the ChFC® designation and Series 63 and 66 licenses. She has four years of industry experience. She has been associated with OMC Financial Services Ltd since 1987. OMC Financial Services Ltd provides individualized investment management and financial planning to individuals, trusts, estates, and business entities. The firm uses a client data-gathering questionnaire to tailor portfolios and combines fundamental and technical analysis with both long- and short-term trading strategies, offering continuous account monitoring and semi-annual portfolio reviews.
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