OMEGA CAPITAL MANAGEMENT LLC

Overview

Omega Capital Management LLC is a small, independent registered investment adviser that serves both individual/family and institutional clients. The firm combines fee-based wealth management with insurance brokerage services and financial planning, and it lists portfolio management for individuals and small businesses among its core advisory activities. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee work, giving the firm flexibility to serve both ongoing advisory relationships and project-based engagements. Investment activity is concentrated in publicly offered funds and mutual funds, with a minority allocation to third-party alternative strategies—specifically private credit funds. The firm does not position itself as a capital allocator or manager of pooled investment vehicles; instead, it directs client capital to external managers and traditional retail investment products. Omega Capital Management LLC is not identified as an active ESG investor and is structured as a domestically owned limited liability company operating as an independent RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices