OMEGA FINANCIAL GROUP, LLC
CRD #164147 SEC #801-77745 SANTA BARBARA, CA 805-617-4363
SEC Registered
Total AUM
$480.2M
Discretionary
$477.3M
Employees
6
Clients
0
Accounts
943
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $480.2M | $477.3M | $2.9M | 6 | 1 |
| Feb 2024 | $409.7M | $407.9M | $1.7M | 6 | 1 |
| Nov 2023 | $372.1M | $370.8M | $1.3M | 6 | 1 |
| Feb 2023 | $372.1M | $370.8M | $1.3M | 6 | 1 |
| Jul 2022 | $373.3M | $373.3M | $0 | 6 | 3 |
| Feb 2022 | $373.3M | $373.3M | $0 | 6 | 3 |
| Jan 2021 | $296.7M | $296.7M | $0 | 5 | 2 |
| May 2020 | $274M | $274M | $0 | 5 | 3 |
| Mar 2020 | $274M | $274M | $0 | 5 | 3 |
| May 2019 | $210.3M | $210.3M | $0 | 5 | 3 |
| Feb 2019 | $210.3M | $210.3M | $0 | 5 | 3 |
| Mar 2018 | $257.1M | $257.1M | $0 | 6 | 5 |
| Dec 2017 | $250M | $250M | $0 | 6 | 2 |
| Jan 2017 | $197.5M | $197.5M | $0 | 6 | 280 |
| Sep 2016 | $152M | $152M | $0 | 5 | 250 |
| May 2016 | $152M | $152M | $0 | 5 | 250 |
| Mar 2016 | $152M | $152M | $0 | 5 | 250 |
| Feb 2016 | $152M | $152M | $0 | 5 | 250 |
| Jan 2016 | $152M | $152M | $0 | 5 | 250 |
| Dec 2015 | $150.8M | $150.8M | $0 | 5 | 250 |
| Jun 2015 | $150.8M | $150.8M | $0 | 5 | 250 |
| Feb 2015 | $150.8M | $150.8M | $0 | 5 | 250 |
| Feb 2014 | $160M | $155M | $5M | 6 | 400 |
| Oct 2013 | $122.5M | $122.4M | $100K | 7 | 170 |
| Apr 2013 | $122.5M | $122.4M | $100K | 7 | 170 |
| Mar 2013 | $122.5M | $122.4M | $100K | 7 | 170 |
| Oct 2012 | $62M | $62M | $0 | -- | 0 |
| Oct 2012 | $62M | $62M | $0 | -- | 0 |
| Sep 2012 | $65M | $62M | $3M | -- | 0 |
| Jun 2012 | $0 | $0 | $0 | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
DateFeb 2025
Total AUM$480.2M
Discretionary$477.3M
Non-Disc.$2.9M
Employees6
Clients1
DateFeb 2024
Total AUM$409.7M
Discretionary$407.9M
Non-Disc.$1.7M
Employees6
Clients1
DateNov 2023
Total AUM$372.1M
Discretionary$370.8M
Non-Disc.$1.3M
Employees6
Clients1
DateFeb 2023
Total AUM$372.1M
Discretionary$370.8M
Non-Disc.$1.3M
Employees6
Clients1
DateJul 2022
Total AUM$373.3M
Discretionary$373.3M
Non-Disc.$0
Employees6
Clients3
DateFeb 2022
Total AUM$373.3M
Discretionary$373.3M
Non-Disc.$0
Employees6
Clients3
DateJan 2021
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees5
Clients2
DateMay 2020
Total AUM$274M
Discretionary$274M
Non-Disc.$0
Employees5
Clients3
DateMar 2020
Total AUM$274M
Discretionary$274M
Non-Disc.$0
Employees5
Clients3
DateMay 2019
Total AUM$210.3M
Discretionary$210.3M
Non-Disc.$0
Employees5
Clients3
DateFeb 2019
Total AUM$210.3M
Discretionary$210.3M
Non-Disc.$0
Employees5
Clients3
DateMar 2018
Total AUM$257.1M
Discretionary$257.1M
Non-Disc.$0
Employees6
Clients5
DateDec 2017
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees6
Clients2
DateJan 2017
Total AUM$197.5M
Discretionary$197.5M
Non-Disc.$0
Employees6
Clients280
DateSep 2016
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees5
Clients250
DateMay 2016
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees5
Clients250
DateMar 2016
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees5
Clients250
DateFeb 2016
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees5
Clients250
DateJan 2016
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees5
Clients250
DateDec 2015
Total AUM$150.8M
Discretionary$150.8M
Non-Disc.$0
Employees5
Clients250
DateJun 2015
Total AUM$150.8M
Discretionary$150.8M
Non-Disc.$0
Employees5
Clients250
DateFeb 2015
Total AUM$150.8M
Discretionary$150.8M
Non-Disc.$0
Employees5
Clients250
DateFeb 2014
Total AUM$160M
Discretionary$155M
Non-Disc.$5M
Employees6
Clients400
DateOct 2013
Total AUM$122.5M
Discretionary$122.4M
Non-Disc.$100K
Employees7
Clients170
DateApr 2013
Total AUM$122.5M
Discretionary$122.4M
Non-Disc.$100K
Employees7
Clients170
DateMar 2013
Total AUM$122.5M
Discretionary$122.4M
Non-Disc.$100K
Employees7
Clients170
DateOct 2012
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees--
Clients0
DateOct 2012
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$65M
Discretionary$62M
Non-Disc.$3M
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0