Omkara Capital LLC

Omkara Capital provides ongoing portfolio management, financial planning and optional 529 account consulting for individual and high‑net‑worth clients. The firm’s investable universe includes mutual funds, fixed income, equities, ETFs (including precious metal and leveraged ETFs), options, cryptocurrency and non‑U.S. securities.

The firm documents client objectives and risk tolerance in an Investment Policy Statement and applies both fundamental and technical analysis, blending long‑term investing with tactical asset allocation across passive and sector ETFs, mutual funds and individual equities. Accounts are generally managed on a discretionary basis and model portfolios are tailored to client restrictions and cash‑flow needs; the firm also offers pro bono financial planning to portfolio management clients to clarify objectives.

Operational features that distinguish the firm from many peers include a requirement that clients use specific custodians (the brochure identifies Interactive Brokers and Charles Schwab Advisor Services) and a stated practice of not aggregating trades for multiple client accounts, which the firm says may result in less favorable execution on some trades. The availability of a one‑time 529 consulting option and the explicit inclusion of higher‑risk instruments such as leveraged ETFs, options and cryptocurrency in its strategy are additional points that may be relevant to prospective clients.