Omega Wealth Private Capital LLC logo

Omega Wealth Private Capital LLC

Updated today

Client assets under management

$102,298,856

Clients

286

8% high-net worth

Advisors

5

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

57

Typical

Average account size

$357,688

About

Omega Wealth Private Capital LLC provides discretionary portfolio management and financial advice to individuals, trusts, estates, charitable organizations, and business entities. The firm implements tailored asset-allocation strategies and manages client accounts primarily through model portfolios and third‑party sub‑advisory arrangements.

OWPC delegates trading, reporting, and back‑office functions to a sub‑advisor while retaining supervisory responsibility and ongoing client servicing; Foundations Investment Advisors LLC is disclosed as the affiliated sub‑advisor and source of the firm’s proprietary and third‑party models. The firm also discloses use of strategies such as direct indexing and the use of artificial intelligence tools (including meeting recordings) and acknowledges related risks like tracking error, political policy risk, and cybersecurity concerns.

What distinguishes OWPC from many peers is its affiliation with another registered investment adviser (Foundations Investment Advisors LLC) and the resulting reliance on externally developed model portfolios from multiple managers (including Cabana Asset Management, Frontier Wealth Management, Morningstar Investment Management, and BlackRock Solutions). The firm is also commonly affiliated with an insurance agency (Wilson Private Capital, LLC), discloses receipt of certain economic benefits from its sub‑advisor (e.g., gifts under $500 and event or marketing reimbursements), and maintains a $500,000 account minimum while managing roughly $102 million in discretionary assets.

Client services

Portfolio management Selection of other advisers

Expertise

ESG / Sustainable investing

Fee options

Percentage

0.25% to 2.00%, negotiable based on account size and complexity

Commissions

Commission-based compensation earned through affiliated insurance agency for insurance products separate from advisory fees

Other

Account minimum: $500,000

Main office location

Omega Wealth Private Capital LLC

7870 E. Kemper Road, #430

Cincinnati OH 45249, United States

Number of offices

3

Most active in

Indiana · Kentucky · Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Joseph W

Series 66

Cincinnati, OH

Omega Wealth Private Capital LLC

Joseph Wilson is a financial advisor with Omega Wealth Private Capital LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with several firms including AE Wealth Management and Global Financial Private Capital, and currently serves as a managing member and licensed agent at Wilson Private Capital, LLC, an insurance agency. Omega Wealth Private Capital LLC provides discretionary portfolio management and related advisory services to individuals, trusts, estates, charitable organizations, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses a sub-adviser and model-portfolio approach, combining fundamental and technical analysis to manage accounts on a discretionary basis.

ESG / Sustainable investing
user avatar

Keith L

Series 63, Series 65

Cincinnati, OH

Omega Wealth Private Capital LLC

Keith Lewis is a financial advisor at Omega Wealth Private Capital LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Omega Wealth Private Capital in 2025, he worked at W&S Brokerage Services and Western & Southern Life. Before entering the financial industry, he spent nearly two decades at Wine Cellar Innovations. Omega Wealth Private Capital LLC provides discretionary portfolio management and investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a model-portfolio approach with sub-advisers and third-party managers, offering tailored asset allocation and ongoing account supervision for both high-net-worth and non-high-net-worth clients.

ESG / Sustainable investing
user avatar

Bradley J

Series 65

Cincinnati, OH

Omega Wealth Private Capital LLC

Bradley Johansen is a financial advisor at Omega Wealth Private Capital LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he was involved in media and broadcasting, including positions at NBC4, WRAL-TV, and WKRC-TV, and he operates Brad Johansen Media, a media specialist business focusing on speaking, public relations, and hosting. He is also associated with Wilson Private Capital, where he engages in insurance sales, and with Magellan Financial, where he participates in TV hosting, writing, and production. Omega Wealth Private Capital LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses a sub-adviser and model-portfolio approach, combining fundamental and technical analysis with long- and short-term strategies, while maintaining responsibility for client interaction, supervision, rebalancing, and billing.

ESG / Sustainable investing
user avatar

David F

Series 63, Series 66

Cincinnati, OH

Omega Wealth Private Capital LLC

David Fuehner is a financial advisor with Omega Wealth Private Capital LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Strategic Advisers, WESTERN SOUTHERN Life, and W&S Brokerage Services. He is also involved with Wilson Private Capital, LLC, an insurance agency. Omega Wealth Private Capital LLC provides discretionary portfolio management and investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a sub-adviser and model-portfolio approach, combining fundamental and technical analysis to manage accounts on a discretionary basis.

ESG / Sustainable investing
user avatar

Douglas D

Series 63, Series 66

Cincinnati, OH

Omega Wealth Private Capital LLC

Douglas Ducker is a financial advisor with Omega Wealth Private Capital LLC in Fort Worth, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at Fidelity, Corebridge Financial, Valic Financial Advisors, and Golden Reserve RIA. He is also registered as an insurance producer. Omega Wealth Private Capital LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses a sub-adviser and model-portfolio approach with both fundamental and technical analysis to manage accounts on a discretionary basis.

ESG / Sustainable investing
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