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OMNISTAR FINANCIAL GROUP, INC.
CRD 138515 · SEC 801-107868
1712 EASTWOOD ROAD, SUITE 212, WILMINGTON, NC, 28403, United States
Phone
910-319-7834
Fax
877-203-4258
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$285.7M
Discretionary AUM
$285.7M
Team
7 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 158 | $50.6M |
| High net worth individuals | 78 | $171.5M |
| Pension/profit sharing plans | 23 | $60.4M |
| Charitable organizations | 1 | $2.6M |
| Corporations/business entities | 1 | $645K |
States served
MA, NC, SC, VA, TX
All web addresses on file
Official SEC filing: View on IAPD