Advisors at this firm
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.
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.
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.
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.
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.