Omar Akhil
Advisor at Vaulkshire Investment Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Vaulkshire Investment Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Vaulkshire Investment Advisors
Location
San Antonio, TX 78209
Credentials
Series 65
Industry experience
12 years
Omar Akhil is a financial advisor at Vaulkshire Investment Advisors with 12 years of industry experience. He holds a Series 65 designation and has been with Vaulkshire LLC since 2015. Outside of his advisory role, he owns Brainiac, LLC, a business focused on development, strategy, and tutoring, and is an investor and partner in Crave Market, LP, where he contributes to operations and strategy. Vaulkshire Investment Advisors is an independent registered investment adviser serving individual and high-net-worth clients, family offices, partnerships, and charitable organizations. The firm offers discretionary portfolio management alongside investment consulting, business planning, and financial consulting, employing a diversified investment approach that includes equities, fixed income, alternatives, and derivatives tailored to client objectives and market conditions.
Based on Vaulkshire Investment Advisors
Based on Vaulkshire Investment Advisors
Educational or consulting services may be priced on a fixed fee basis, negotiated case-by-case.
1% or less per annum, billed quarterly in advance (one fourth of the annual fee)
Typically $300 per hour for consulting work; may be negotiated depending on scope.
Account minimum: $300,000 preferred minimum relationship size (may accept smaller accounts on a case-by-case basis)
310 W. Sunset, Suite 101
San Antonio, TX 78209
Texas
Vaulkshire LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")