O
Omnicap Wealth Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Omnicap Wealth Partners LLC is a newly registered investment adviser that offers discretionary portfolio management and financial planning and consulting to individual clients, including high-net-worth individuals, and may implement model portfolios developed by unaffiliated managers. The brochure states the firm currently reports no assets under management.
The firm provides both discretionary and non-discretionary account management and describes an investment process that uses fundamental and cyclical analysis, modern portfolio theory, and a range of implementation techniques — including equities, options, ETFs (including leveraged ETFs), short sales, margin, and short- or long-term trading — selected based on each client’s objectives and risk tolerance. Clients receive ongoing monitoring with at least quarterly reviews and written reports, and the firm notes that tax considerations are not its primary focus and recommends consultation with tax professionals.
A notable operational detail is that, in addition to percentage-of-AUM billing for portfolio management, the firm offers fixed-fee and hourly arrangements for financial planning and consulting, with the availability of hourly billing being uncommon among investment-manager firms. The brochure also discloses the firm’s principal maintains an external CFO role in a medical practice; the firm does not custody client assets and it does not vote client proxies, which are practical distinctions prospective clients may consider.
Client services
Financial planning
Portfolio management
Advisory consulting
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
Negotiable fixed fees ranging between $1,500 and $15,000 annually
$0 - $250,000: 1.50% $250,000 - $500,000: 1.00% $500,001+: 0.75%
$250 per hour
Account minimum: $100,000
Main office location
Omnicap Wealth Partners LLC
900 Brickell Key Boulevard, Unit 3401
Miami FL 33131, United States
Number of offices
1
Most active in
Omnicap Wealth Partners LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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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