Investment adviser · CRD 164147

OMEGA FINANCIAL GROUP, LLC

Investment adviser filing (IA)

SANTA BARBARA, CA, United States · Form ADV filed Jun 4, 2026

Regulatory AUM
$552M
Form ADV · Item 5.F
Client accounts
974
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals148$475,881,75686.1%
Individuals171$66,588,82712.1%
Retirement plans5$8,905,8201.6%
CharitiesFewer than 5$1,037,2510.2%
Filing source

Form ADV 2111128 · Jun 4, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ARGOS TOTAL RETURN FUND, LPHedge Fund · Last reported Nov 30, 2017$0Gross asset value
Fund administrator OPUS FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER, LLP SAN FRANCISCO, California, United States
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker COWEN PRIME SERVICES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNERAMPER, LLP
PCAOB 274

PERSHING LLC
SEC 8-17574

COWEN PRIME SERVICES LLC
CRD 153397 · SEC 8-68531

Fund details & source
Fund ID
805-9293922362
Reported beneficial owners
0
Minimum commitment
$250K

Form ADV 1147621 · Nov 30, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 4, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

812 ANACAPA STREET
SANTA BARBARA, CA, 93101, United States

CRD 164147

Filing source

Form ADV 2111128 · Jun 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.