Omicron Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Omicron Advisors reports 82 clients. They include 45 individual clients, 29 high-net-worth individuals and 8 charitable organizations. Of its assets, 100.0% ($151M across 199 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 22% |
| High-net-worth individuals | 35% | 76% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 10% | 2% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 45 | $33.1M | 21.9% | $737K |
| High-net-worth individuals | 29 | $115M | 76.3% | $3.98M |
| Pension and profit-sharing plans | Fewer than 5 | $139K | 0.1% | — |
| Charitable organizations | 8 | $2.32M | 1.5% | $290K |
| Corporations and other businesses | Fewer than 5 | $203K | 0.1% | — |
| Total | 82 | $151M | 100% | — |
- Clients
- 45
- Regulatory AUM
- $33.1M
- AUM share
- 21.9%
- Avg. per client
- $737K
- Clients
- 29
- Regulatory AUM
- $115M
- AUM share
- 76.3%
- Avg. per client
- $3.98M
- Clients
- Fewer than 5
- Regulatory AUM
- $139K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 8
- Regulatory AUM
- $2.32M
- AUM share
- 1.5%
- Avg. per client
- $290K
- Clients
- Fewer than 5
- Regulatory AUM
- $203K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 82
- Regulatory AUM
- $151M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Omicron Advisors charges 0.40%–1.30% for its Investment Supervisory Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Fixed fees on average range from $2,500 to $10,000 a year, generally not above $30,000; hourly fees will not exceed $350.
- Pension consulting
- Pension consulting fees are negotiable and may be up to 2% of assets, or a negotiated fixed fee not exceeding 2% of assets.
Ross Burnam owns 75% or more of Omicron Advisors. The leadership team of Omicron Advisors includes Chief Compliance Officer Ross Burnam. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Omicron Advisors, LLC
Ross Burnam
Control person · since July 2012
Omicron Advisors’ regulatory assets grew from $111M (March 2022) to $151M (March 2026); clients rose from 77 to 82 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $151M | 82 | 2 | 1 |
| Mar 2025March 2025 | $115M | 75 | 2 | 1 |
| Mar 2024March 2024 | $106M | 75 | 2 | 1 |
| Jun 2023June 2023 | $96.1M | 60 | 2 | 1 |
| Mar 2022March 2022 | $111M | 77 | 2 | 1 |
Besides its headquarters, Omicron Advisors has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 300 Granite Run Drive, Suite 120, LancasterHQ
Contact and registration details
- Legal name
- Omicron Advisors, LLC
- Headquarters
- 300 Granite Run Drive, Suite 120, Lancaster, PA 17601
- Website
- omicronadvisors.com
- Phone
- 302-453-9662
- SEC file
- 801-123738
- Structure
- Delaware LLC
- Fiscal year end
- December
Omicron Advisors’ named custodian for separately managed accounts is Charles Schwab ($151M). Omicron Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $151M100%
At year end, Omicron Advisors’ separately managed accounts were mostly in funds (82%) and bonds (15%).
What the accounts hold
- Stocks2%
- Funds82%
- Bonds15%
- Cash1%
How many clients does Omicron Advisors have?
Omicron Advisors has 82 clients and manages $151 million for them, as of March 2026. They include 45 individual clients, 29 high-net-worth individuals and 8 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Omicron Advisors offer?
Omicron Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Omicron Advisors charge?
Omicron Advisors charges 0.40%–1.30% for its Investment Supervisory Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Source: ADV PART 2A, filed 25 March 2026
Which custodians does Omicron Advisors use?
Omicron Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $151M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Omicron Advisors have?
Omicron Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Omicron Advisors invest in?
At the end of its last fiscal year, Omicron Advisors’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 15% U.S. government and agency bonds, 2% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Omicron Advisors?
Omicron Advisors’ direct owner is Ross Burnam (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Omicron Advisors get paid?
Omicron Advisors 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
How do I contact Omicron Advisors?
Omicron Advisors’ main office is at 300 Granite Run Drive, Suite 120, Lancaster, PA 17601. Its phone number is 302-453-9662. Its website is omicronadvisors.com.
