OMNIA FINANCE, LLC

Overview

Omnia Finance, LLC is a small SEC-registered advisory firm formed as an LLC in 2012 that focuses on portfolio management for business and institutional clients. The firm’s mandate skews toward fixed-income allocation, with U.S. government securities making up the largest single component of client portfolios. Omnia operates on an hourly and fixed-fee billing model rather than a traditional percentage-of-AUM fee schedule, which suggests much of its work is delivered as advisory or consulting engagements for a limited number of sizable institutional relationships. The firm does not present itself as an ESG-active investor, multi-state advisor, pension consultant, or a capital allocator. Its client base is explicitly institutional, and its licensing and reporting profile indicate a concentrated, discretionary practice rather than broad retail distribution.

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Location & Offices