A complete list of active advisors currently associated with Omega Capital Management LLC

Warmer can help you find a great advisor at Omega Capital Management LLC or one who fits your needs even better.

Omega Capital Management LLC is a small, SEC-registered independent advisory firm managing about $3.99 million in discretionary assets as of December 31, 2025, and providing asset management, financial planning, and retirement-plan advisory services. The firm serves high-net-worth individuals, trusts, estates, small businesses and institutional retirement clients, and acts as advisor to two 401(k) programs. OCM’s investment process relies on a mix of fundamental and technical analysis and employs diversified allocations across equities, fixed income, mutual funds and ETFs with a general emphasis on long-term holdings and tailored portfolios based on client risk tolerance and time horizon. The firm provides discretionary portfolio management with ongoing monitoring and at least annual formal reviews, and charges percentage-of-assets fees; it also requires a $500,000 account/relationship minimum. What is notable about this solo adviser practice is its formal affiliation with an accounting firm under common ownership and the principal’s separate licensure to sell insurance, arrangements the brochure discloses and for which the firm maintains separate engagement agreements. The firm also provides pension consulting and retirement-plan investment services—an offering that is less common among similarly sized independent advisers—and maintains a very small client base and asset scale relative to many peers.

To learn more about the advisors currently working at Omega Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.