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The fee is billed in advance and requires an account of at least $1,000,000.","source":"OFG - FORM ADV PART 2A - FIRM BROCHURE, filed 19 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Omega Financial Group use?","answer":"Omega Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $460M and Fidelity Brokerage Services LLC (Smithfield, RI), with $81M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Omega Financial Group have?","answer":"Omega Financial Group has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Omega Financial Group invest in?","answer":"At the end of its last fiscal year, Omega Financial Group’s separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 13% pooled vehicles (private funds and similar), 10% exchange-traded equities, 2% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Omega Financial Group have a minimum investment?","answer":"Yes, Omega Financial Group’s minimum account size for its Asset Management is $1M.","source":"OFG - FORM ADV PART 2A - FIRM BROCHURE, filed 19 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Omega Financial Group?","answer":"Omega Financial Group’s direct owners are Dylan Minor (75% or more) and Bryan Reinhard (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 4 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Omega Financial Group get paid?","answer":"Omega Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Omega Financial Group registered with the SEC?","answer":"Yes, Omega Financial Group has been registered with the SEC as an investment adviser since 28 March 2013. Its CRD number is 164147 and its SEC file number is 801-77745.","source":"Form ADV Part 1A, Item 1, filed 4 June 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Omega Financial Group?","answer":"Omega Financial Group’s main office is at 812 Anacapa Street, Santa Barbara, CA 93101. Its phone number is 805-617-4363. 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