Omnicap Group LLC

RIASEC RegisteredEst. 2004
Total AUM
$6.5B
Discretionary
$6.2B
96% of AUM
Avg account
$21.9M
Accounts
297
Employees
15
Advisory reps
4

Firm details

Headquarters
El Segundo, California
CRD number
133387
Registered since
December 3, 2004
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • State / Municipal Government100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Omnicap Group LLC is an SEC-registered limited liability company that provides advisory services to institutional clients. The firm is organized as an individually owned business and has been registered with the SEC since 2004. Its advisory remit includes portfolio management for businesses and institutions and it is also registered to provide municipal advisory services. Omnicap charges a mix of fees — percentage of AUM, hourly, fixed fees and performance-based fees — and is not identified as an active ESG investor or a multi-state adviser. The firm is not categorized as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 77%, Cash & Cash Equivalents 22%, State & Local Bonds 1%77%
  • US Government Bonds77%
  • Cash & Cash Equivalents22%
  • State & Local Bonds1%

Contacts

3 of 4
  • Jeffrey Smith

    Jeffrey Smith

    PresidentCRD 4389122

  • Daniel Daly

    Daniel Daly

    Managing DirectorCRD 4954727

  • Edward Mcroberts

    Edward Mcroberts

    Managing DirectorCRD 4528727

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

El Segundo, CA

Los Angeles

Location

El Segundo, CA

Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
2286 E Maple Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth