Omega Financial Group, LLC

Omega Financial Group, LLC (CRD# 164147) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $409,659,109 in 870 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    410
    MILLION
  • Total Number of Accounts
    870
    ACCOUNTS
  • Average Account Value
    $470,873
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Omega Financial Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Paul C. Kuhn
CRD#: 2718397
812 Anacapa Street, Santa Barbara, CA 93101

Paul Kuhn (CRD# 2718397) is an Investment Advisor Representative working at Omega Financial Group, LLC in Santa Barbara, CA and has over 14 years of experience in the finance industry.

2
Dylan B. Minor
CRD#: 2245009
812 Anacapa Street, Santa Barbara, CA 93101

Dylan Minor (CRD# 2245009) is an Investment Advisor Representative working at Omega Financial Group, LLC in Santa Barbara, CA and has over 31 years of experience in the finance industry.

3
Bryan W. Reinhard
CRD#: 3257820
812 Anacapa Street, Santa Barbara, CA 93101

Bryan Reinhard (CRD# 3257820) is an Investment Advisor Representative working at Omega Financial Group, LLC in Santa Barbara, CA and has over 24 years of experience in the finance industry.

4
Robert A. Schultz
CRD#: 5640026
812 Anacapa Street, Santa Barbara, CA 93101

Robert Schultz (CRD# 5640026) is an Investment Advisor Representative working at Omega Financial Group, LLC in Santa Barbara, CA and has over 14 years of experience in the finance industry.

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