WILMINGTON, NCCRD 138515Latest ADV February 12, 2026
Omnistar Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Wilmington, NC. Its latest Form ADV filing, dated February 12, 2026, reports $286M in regulatory assets under management, 7 employees, and 1,077 accounts.
Assets Under Management
$286M
Employees
7
Offices
--
Total Clients
261
Primary office
WILMINGTON, NC
1712 EASTWOOD ROAD, SUITE 212, WILMINGTON, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.5% of total clients.
Top client categories% of clientsClients
1
Individuals
60.5%
158
2
HNWI
29.9%
78
3
Pension Plans
8.8%
23
4
Charitable
0.4%
1
5
Corporations
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$286Mas of February 12, 2026
Discretionary100.0%
$286M
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$286M
Total Accounts1,077
10Y AUM Change+$154M (+117.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee37:1
10Y Employee Change-3 (-30.0%)
* 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.