Omega Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Omega Advisory LLC provides fee‑based financial planning, investment consulting, and both discretionary and non‑discretionary portfolio management to individual and high‑net‑worth clients, and also serves corporate/business clients and a notable non‑U.S. client base. The firm states it does not sell annuities, insurance, or other commissioned products.
Investment decisions are informed by fundamental, technical, and cyclical analysis with a stated focus on identifying undervalued assets and a primary emphasis on long‑term purchases, while also employing short‑term and trading strategies as appropriate. Client objectives and any investment restrictions are documented and accounts are reviewed at least quarterly, with more frequent reviews triggered by market conditions or changes in client circumstances.
Distinctive features include an explicitly disclosed significant non‑U.S. client presence and an uncommon practice for this peer group of working with corporate or business clients, with approximately $83.9 million reported under management across about 154 client relationships. The firm discloses it receives no external compensation for sales, does not recommend other investment advisers, and generally does not vote client proxies (clients receive proxy materials directly from custodians).
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.95% annually $2,000,001 - $3,000,000: 0.90% annually $3,000,001 - $4,000,000: 0.85% annually $4,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.75% annually
$120 per hour for financial planning services
Account minimum: $250,000 Fee-only: Financial planning charged at $120 per hour, negotiable, may be waived if plan implemented with Omega
Main office
410 Peachtree Parkway, Suite 4245
Cumming GA 30041
Advisors at this office
1
Most active in
California · Georgia · Louisiana · Texas · Virginia
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
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