Omar Akhil, financial advisor San Antonio TX
90 score

Omar Akhil

CRD Number: 6018581
Current Firm: Vaulkshire Investment Advisors

Omar Akhil (CRD# 6018581) is an Investment Advisor Representative working at Vaulkshire Investment Advisors in San Antonio, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Vaulkshire LLC San Antonio, TX Jun 2015 - Current 1
Matterhorn Capital Management, LLC San Antonio, TX Jan 2014 - Jun 2015 1
San Antonio Capital Management San Antonio, TX Jul 2011 - Sep 2013 2
Black Swan Advisors San Antonio, TX May 2007 - Jun 2011 4
Indy Mac Pasadena, CA Mar 2006 - May 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Omar Akhil
Phone Number: 210-273-8011
Registered State(s):
  • TX
Current Firm Details
Vaulkshire Investment Advisors
Firm's CRD Number: 226623
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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