RIA Intel›Advisers›ALPHA OMEGA FINANCIAL ADVISORY, INC.

ALPHA OMEGA FINANCIAL ADVISORY, INC.

Advisory

Y·

Data as of Feb 9, 2026 · Source: SEC Form ADV

Total AUM
$187M
1-Year AUM Growth
+24.8%
3-Year CAGR
+4.9%
Employees
1
Assets Under Management
Total AUM$187M
Discretionary AUM$187M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients87
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record12
First FilingApr 13, 2021
Latest FilingFeb 9, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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