A complete list of active advisors currently associated with Omega Wealth Private Capital LLC
Warmer can help you find a great advisor at Omega Wealth Private Capital LLC or one who fits your needs even better.
Omega Wealth Private Capital LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, serving both high‑net‑worth and non‑high‑net‑worth clients through a team of four advisors managing roughly $102 million in discretionary assets. Services are delivered primarily via model portfolios and managed accounts, with client onboarding centered on gathering financial information and investment objectives to set asset allocation and account restrictions. The firm implements tailored asset allocation and ongoing rebalancing, relying substantially on sub‑advisory model portfolios supplied by Foundations Investment Advisors LLC and other third‑party model managers such as Cabana, Morningstar Investment Management, and BlackRock Solutions. OWPC’s approach blends fundamental and technical analysis, and it discloses use of strategies like direct indexing as well as reliance on AI tools for certain analysis and meeting transcriptions. Distinctive features include formal affiliations with its sub‑adviser, Foundations Investment Advisors LLC, and with Wilson Private Capital, LLC, a licensed insurance agency, relationships the brochure identifies as creating potential conflicts of interest because they provide economic benefits and incentives to use affiliated services. The firm discloses that associated persons are licensed insurance agents who may solicit commissionable insurance products, describes mitigation practices and client opt‑out options (including for AI meeting recording), and provides related conflict disclosures in its Form ADV.
To learn more about the advisors currently working at Omega Wealth Private Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Cincinnati, OH
| 15
| |
Cincinnati, OH
| 1
| |
Cincinnati, OH
| 4
| |
Cincinnati, OH
| 20
|
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