Omkara Capital LLC

Overview

Omkara Capital LLC is a small, independent registered investment adviser that focuses on serving individuals and families, with some work for small-business owners. The firm’s advisory services center on financial planning and discretionary portfolio management, delivered under a mix of percentage-of-AUM and fixed-fee arrangements. Omkara runs as an individually owned RIA and does not position itself as a capital allocator or pension consultant. It does not report active ESG investing and is not listed as a multistate adviser. The firm’s portfolio approach leans toward public funds and mutual funds as the backbone of client allocations, supplemented by select alternative exposures. Advisory activity appears concentrated on direct client relationships rather than institutional or multi-family office mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices