OMNICAP GROUP LLC

RIASEC RegisteredEst. 2004
Total AUM
$6.5B
Discretionary
$6.2B
96% of AUM
Avg account
$21.9M
Accounts
297
Employees
15
Advisory reps
4

Firm details

Headquarters
EL SEGUNDO, California
CRD number
133387
Registered since
December 3, 2004
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • State / Municipal Government100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Omnicap Group LLC is a privately owned investment adviser that serves institutional clients, with an emphasis on portfolio management for businesses and institutions and a registered role as a municipal advisor. The firm pursues a fixed‑income orientation, using cash and bond strategies as a central construct of client portfolios. Its fee arrangements are flexible and include percentage‑of‑AUM billing, hourly and fixed fees, and performance‑based compensation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 77%, Cash & Cash Equivalents 22%, State & Local Bonds 1%77%
  • US Government Bonds77%
  • Cash & Cash Equivalents22%
  • State & Local Bonds1%

Contacts

3 of 4
  • JEFFREY SMITH

    PresidentCRD 4389122

  • DANIEL DALY

    Managing DirectorCRD 4954727

  • EDWARD MCROBERTS

    Managing DirectorCRD 4528727

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EL SEGUNDO, CA

LOS ANGELES

Location

EL SEGUNDO, CA

Headquartered in EL SEGUNDO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
2286 E Maple Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth