O
Omega Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$83,907,877
Clients
154
9% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
154
Very HighAverage account size
$544,856
About
Omega Advisory LLC provides fee‑based financial planning, investment consulting, and both discretionary and non‑discretionary portfolio management to individual and high‑net‑worth clients, and also serves corporate/business clients and a notable non‑U.S. client base. The firm states it does not sell annuities, insurance, or other commissioned products.
Investment decisions are informed by fundamental, technical, and cyclical analysis with a stated focus on identifying undervalued assets and a primary emphasis on long‑term purchases, while also employing short‑term and trading strategies as appropriate. Client objectives and any investment restrictions are documented and accounts are reviewed at least quarterly, with more frequent reviews triggered by market conditions or changes in client circumstances.
Distinctive features include an explicitly disclosed significant non‑U.S. client presence and an uncommon practice for this peer group of working with corporate or business clients, with approximately $83.9 million reported under management across about 154 client relationships. The firm discloses it receives no external compensation for sales, does not recommend other investment advisers, and generally does not vote client proxies (clients receive proxy materials directly from custodians).
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
General tax planning
Cash flow / budgeting
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.95% annually $2,000,001 - $3,000,000: 0.90% annually $3,000,001 - $4,000,000: 0.85% annually $4,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.75% annually
$120 per hour for financial planning services
Account minimum: $250,000 Fee-only: Financial planning charged at $120 per hour, negotiable, may be waived if plan implemented with Omega
Main office location
Omega Advisory LLC
410 Peachtree Parkway, Suite 4245
Cumming GA 30041, United States
Number of offices
1
Most active in
Omega Advisory LLC has reported serving >5 clients in these states in the last 12 months.
California · Georgia · Louisiana · Texas · Virginia
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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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.
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Lawyer
They provide legal services, typically billed separately.
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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
Quick links
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