OMEGA CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
TULSA, Oklahoma
CRD number
169868
Registered since
February 6, 2014

Firm profile

FINTRX

Overview

Omega Capital is a small, SEC-registered investment adviser organized as an LLC and first registered in 2014. The firm is structured with a domestic ownership base and operates in roles beyond traditional advisory work: it acts as an adviser and sponsor and serves as a general partner and managing member for pooled investment vehicles. FINTRX flags the adviser as unclassified and notes it does not identify as an active ESG investor or as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JASON MARTIN

    Founder & PresidentCRD 6299000

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TULSA, OK

TULSA

Location

TULSA, OK

Headquartered in TULSA, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.

Metro area
Tulsa-Muskogee-Bartlesville, OK
Region
South
County
TULSA
Address
4124 S Rockford Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth