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OMEGA ADVISORY LLC

Advisory

CUMMING, GA

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in GA

#510

of 607 advisers by AUM

Average account

$433K

across 194 accounts

AUM per adviser

$84M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$84M

Discretionary AUM$84M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients154

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, GA, LA, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

154 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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