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OMEGA CAPITAL MANAGEMENT, LLC
OMEGA CAPITAL MANAGEMENT,LLC
CRD 129167 · SEC 801-120681
268 ROUTE 206, SUITE 408, FLANDERS, NJ, 07836, United States
Phone
973-927-8388
Fax
973-927-8389
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.7M
Discretionary AUM
$139.7M
Team
2 total employees; 1 advisory reps; 164 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $31.9M |
| High net worth individuals | 54 | $87.2M |
| Pension/profit sharing plans | 11 | $20.4M |
States served
MA, NJ, NY, PA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD