OMEGA CAPITAL MANAGEMENT, LLC

Overview

Omega Capital Management, LLC is an independent registered investment adviser that combines fee-based portfolio management with financial planning and insurance brokerage services. The firm, organized as an LLC and registered with the SEC in 2021, centers its investment activity on public equities and separately managed account (SMA) strategies. Clients are primarily individual and family households, with some institutional relationships; fee arrangements include a percentage of assets under management and hourly charges for planning work. Investment posture is equity oriented: the firm shows a clear preference for exchange-traded equities and ETFs as the backbone of portfolios, supplemented by mutual funds. Portfolios are managed on a discretionary basis for the majority of assets, and the firm uses SMAs as a vehicle to implement concentrated equity exposure and tax-aware strategies where appropriate. Omega Capital does not identify itself as an active ESG investor and does not list allocations to external alternative asset managers on its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices