SANTA BARBARA, CACRD 164147Latest ADV February 19, 2026
Omega Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Barbara, CA. Its latest Form ADV filing, dated February 19, 2026, reports $552M in regulatory assets under management, 6 employees, 1 office, and 974 accounts.
Assets Under Management
$552M
Employees
6
Offices
1 office
Total Clients
324
Primary office
SANTA BARBARA, CA
812 ANACAPA STREET, SANTA BARBARA, CA, United States
Top client segmentIndividuals represent 52.8% of total clients.
Top client categories% of clientsClients
1
Individuals
52.8%
171
2
HNWI
45.7%
148
3
Pension Plans
1.5%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$552Mas of February 19, 2026
Discretionary99.5%
$550M
100% of total RAUM99.5%
Non-discretionary0.5%
$2M
0% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$552M
Total Accounts974
10Y AUM Change+$355M (+179.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee54:1
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.