OMNISTAR FINANCIAL GROUP, INC.
CRD #138515 SEC #801-107868 WILMINGTON, NC 910-319-7834
SEC Registered
Total AUM
$228.8M
Discretionary
$228.8M
Employees
7
Clients
101
Accounts
963
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $228.8M | $228.8M | $0 | 7 | 2 |
| Nov 2024 | $184.6M | $184.6M | $0 | 7 | 3 |
| Aug 2024 | $184.6M | $184.6M | $0 | 7 | 3 |
| Feb 2024 | $184.6M | $184.6M | $0 | 7 | 3 |
| Mar 2023 | $160.4M | $160M | $420K | 8 | 0 |
| Mar 2022 | $164.4M | $164M | $381K | 7 | 0 |
| May 2021 | $231.3M | $216.5M | $14.8M | 8 | 5 |
| Apr 2021 | $231.3M | $216.5M | $14.8M | 8 | 5 |
| Mar 2021 | $231.3M | $216.5M | $14.8M | 8 | 5 |
| Oct 2020 | $185.2M | $185.2M | $0 | 12 | 0 |
| Jun 2020 | $185.2M | $185.2M | $0 | 12 | 0 |
| Apr 2020 | $185.2M | $185.2M | $0 | 12 | 0 |
| Mar 2020 | $185.2M | $185.2M | $0 | 12 | 0 |
| Feb 2020 | $149.6M | $149.6M | $0 | 9 | 0 |
| Mar 2019 | $149.6M | $149.6M | $0 | 9 | 0 |
| Jul 2018 | $160.3M | $160.3M | $369 | 9 | 0 |
| Jun 2018 | $160.3M | $160.3M | $369 | 9 | 0 |
| Mar 2018 | $160.3M | $160.3M | $369 | 9 | 0 |
| Aug 2017 | $131.3M | $130.8M | $515K | 10 | 333 |
| Feb 2017 | $131.3M | $130.8M | $515K | 10 | 333 |
| Jul 2016 | $110M | $110M | $0 | 10 | 235 |
| May 2016 | $110M | $110M | $0 | 10 | 235 |
DateFeb 2025
Total AUM$228.8M
Discretionary$228.8M
Non-Disc.$0
Employees7
Clients2
DateNov 2024
Total AUM$184.6M
Discretionary$184.6M
Non-Disc.$0
Employees7
Clients3
DateAug 2024
Total AUM$184.6M
Discretionary$184.6M
Non-Disc.$0
Employees7
Clients3
DateFeb 2024
Total AUM$184.6M
Discretionary$184.6M
Non-Disc.$0
Employees7
Clients3
DateMar 2023
Total AUM$160.4M
Discretionary$160M
Non-Disc.$420K
Employees8
Clients0
DateMar 2022
Total AUM$164.4M
Discretionary$164M
Non-Disc.$381K
Employees7
Clients0
DateMay 2021
Total AUM$231.3M
Discretionary$216.5M
Non-Disc.$14.8M
Employees8
Clients5
DateApr 2021
Total AUM$231.3M
Discretionary$216.5M
Non-Disc.$14.8M
Employees8
Clients5
DateMar 2021
Total AUM$231.3M
Discretionary$216.5M
Non-Disc.$14.8M
Employees8
Clients5
DateOct 2020
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees12
Clients0
DateApr 2020
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees12
Clients0
DateFeb 2020
Total AUM$149.6M
Discretionary$149.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$149.6M
Discretionary$149.6M
Non-Disc.$0
Employees9
Clients0
DateJul 2018
Total AUM$160.3M
Discretionary$160.3M
Non-Disc.$369
Employees9
Clients0
DateJun 2018
Total AUM$160.3M
Discretionary$160.3M
Non-Disc.$369
Employees9
Clients0
DateMar 2018
Total AUM$160.3M
Discretionary$160.3M
Non-Disc.$369
Employees9
Clients0
DateAug 2017
Total AUM$131.3M
Discretionary$130.8M
Non-Disc.$515K
Employees10
Clients333
DateFeb 2017
Total AUM$131.3M
Discretionary$130.8M
Non-Disc.$515K
Employees10
Clients333
DateJul 2016
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees10
Clients235
DateMay 2016
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees10
Clients235