A complete list of active advisors currently associated with Omkara Capital LLC
Warmer can help you find a great advisor at Omkara Capital LLC or one who fits your needs even better.
Omkara Capital provides ongoing portfolio management, financial planning and optional 529 account consulting for individual and high‑net‑worth clients. The firm’s investable universe includes mutual funds, fixed income, equities, ETFs (including precious metal and leveraged ETFs), options, cryptocurrency and non‑U.S. securities. The firm documents client objectives and risk tolerance in an Investment Policy Statement and applies both fundamental and technical analysis, blending long‑term investing with tactical asset allocation across passive and sector ETFs, mutual funds and individual equities. Accounts are generally managed on a discretionary basis and model portfolios are tailored to client restrictions and cash‑flow needs; the firm also offers pro bono financial planning to portfolio management clients to clarify objectives. Operational features that distinguish the firm from many peers include a requirement that clients use specific custodians (the brochure identifies Interactive Brokers and Charles Schwab Advisor Services) and a stated practice of not aggregating trades for multiple client accounts, which the firm says may result in less favorable execution on some trades. The availability of a one‑time 529 consulting option and the explicit inclusion of higher‑risk instruments such as leveraged ETFs, options and cryptocurrency in its strategy are additional points that may be relevant to prospective clients.
To learn more about the advisors currently working at Omkara 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 |
|---|---|---|
Redington Shores, FL
| 11
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")