OMSAI COM LLC

Overview

Omsai Com LLC is a small, independent registered investment adviser that focuses on individual and family clients and operates as a capital allocator. The firm runs a primarily equity-oriented playbook, implementing client exposure through exchange-traded equities and ETFs while also sourcing access to third‑party alternative managers for targeted allocations. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and ancillary services tied to its role as an insurance broker and accountant. Fee arrangements are flexible—percentage of AUM, hourly and fixed fees—which aligns with serving smaller, relationship-driven accounts. A notable attribute of the firm is its non‑discretionary posture: the firm reports its assets as non‑discretionary, so most investment decisions are executed with client direction. That dynamic points to a consultative relationship model rather than large-scale discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices