Omega Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Flanders, NJ. Its latest Form ADV filing, dated March 17, 2026, reports $140M in regulatory assets under management, 2 employees, and 568 accounts.
Assets Under Management
$140M
Employees
2
Offices
--
Total Clients
171
Primary office
FLANDERS, NJ
268 ROUTE 206, SUITE 408, FLANDERS, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.0% of total clients.
Top client categories% of clientsClients
1
Individuals
62.0%
106
2
HNWI
31.6%
54
3
Pension Plans
6.4%
11
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$140Mas of March 17, 2026
Discretionary100.0%
$140M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$140M
Total Accounts568
10Y AUM Change+$35M (+33.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee86:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.