Advisor at Alexander Capital Wealth Management LLC
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Firm
Alexander Capital Wealth Management LLC
Location
Atlanta, GA 30350
Credentials
CFP®, Series 63
Industry experience
32 years
Robert Omohundro is a CFP® with 32 years of industry experience, currently serving at Alexander Capital Wealth Management LLC since 2020. He has prior experience with Centaurus Financial Inc. and holds the Series 63 designation. Outside of his advisory role, he is involved in consulting on senior, divorce, and tax planning through All Bridge Consulting LLC and supports a creative arts 3D animation company founded by his daughter. Alexander Capital Wealth Management LLC provides portfolio management primarily to individual and high-net-worth clients via discretionary and non-discretionary wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis alongside documented due diligence, managing approximately $212.1 million in discretionary assets.
Based on Alexander Capital Wealth Management LLC
Based on Alexander Capital Wealth Management LLC
Fixed fees for portfolio management services, negotiable and documented in agreement
$0+: 0.25% +: up to 2.00%
Commission-based compensation from affiliated broker-dealer and insurance agency for securities and insurance products
Fee-only: Fixed fees are negotiable and agreed upon with the client
9040 Rosewell Road, Suite 350
Atlanta, GA 30350
Georgia
Alexander Capital, L.P.
2020 - Present (6 years)
Alexander Capital, L.P.
2020 - 2020 (1 year)
Centaurus Financial Inc.
2015 - Present (11 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
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