Omnistar Financial Group, Inc.
Firm details
- Headquarters
- Wilmington, North Carolina
- CRD number
- 138515
- Registered since
- June 3, 2016
- Website
- www.omnistarfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.03%
- Pension & Profit Sharing Plans21.13%
- Individuals17.72%
- Charitable Organizations0.9%
- Corporations / Businesses0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Omnistar Financial Group, Inc. is an independent registered investment adviser that combines financial planning, portfolio management for individuals and small businesses, and pension consulting with insurance brokerage capabilities. The firm serves both individual/family clients and institutional accounts, charging a mix of percentage-of-AUM, hourly, and fixed fees. It is not characterized as an active ESG investor, and it operates under individual ownership after registering with the SEC in 2016.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds14%
- Private Funds2%
Owners & executives
1 of 1
Christopher Smith
CIOCRD 8176542
Contacts
3 of 5
Phillip Clark
PresidentCRD 3044343
Roger Fuller
Senior Portfolio ManagerCRD 2674665
Dustin Hocken
Wealth AdvisorCRD 6138523
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$80.4M in ETFs
48%
$38.4M
52%
$42M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $13.2M | 35,954 | 16.48% |
Location
Wilmington, NC
New Hanover
Location
Wilmington, NC
Headquartered in Wilmington, NC, in the South of the United States.
- Region
- South
- County
- New Hanover
- Address
- 1712 Eastwood Rd
- Time zone
- ET (UTC-5)
- Office locations
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