Omnitrust Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Omnitrust Wealth Management reports 348 clients. They include 328 individual clients and 20 high-net-worth individuals. Of its assets, 94.5% ($101M across 526 accounts) are managed with discretion; $5.88M across 51 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 70% |
| High-net-worth individuals | 6% | 30% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 328 | $75.4M | 70.4% | $230K |
| High-net-worth individuals | 20 | $31.8M | 29.6% | $1.59M |
| Total | 348 | $107M | 100% | $308K |
- Clients
- 328
- Regulatory AUM
- $75.4M
- AUM share
- 70.4%
- Avg. per client
- $230K
- Clients
- 20
- Regulatory AUM
- $31.8M
- AUM share
- 29.6%
- Avg. per client
- $1.59M
Total
- Clients
- 348
- Regulatory AUM
- $107M
- AUM share
- 100%
- Avg. per client
- $308K
- 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
- 251–500
Omnitrust Wealth Management charges 1.75% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Fees
- Fixed financial plan fees of $1,500 to $10,000, or an hourly fee of $175.
Anthony Kurnellas owns 75% or more of Omnitrust Wealth Management. The leadership team of Omnitrust Wealth Management includes President Anthony Kurnellas. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Omnitrust Wealth Management, Inc.
Anthony Kurnellas
Control person · since June 2018
Besides its headquarters, Omnitrust Wealth Management has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 9428 Baymeadows Road, Suite 100, JacksonvilleHQ
Contact and registration details
- Legal name
- Omnitrust Wealth Management, Inc.
- Headquarters
- 9428 Baymeadows Road, Suite 100, Jacksonville, FL 32256
- Website
- Not reported
- Phone
- 904-619-4351
- SEC file
- 801-134942
- Structure
- Florida corporation
- Fiscal year end
- December
Omnitrust Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($107M). Omnitrust Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $107M100%
At year end, Omnitrust Wealth Management’s separately managed accounts were mostly in funds (58%) and stocks (40%). Its reported 13F holdings for the quarter ended 31 March 2026 total $77.2M across 64 positions; the largest are iShares TR (40.6%), SPDR Series Trust (5.9%) and Vanguard Index Fds (5.8%).
What the accounts hold
- Stocks40%
- Funds58%
- Cash2%
How many clients does Omnitrust Wealth Management have?
Omnitrust Wealth Management has 348 clients and manages $107 million for them, as of March 2026. They include 328 individual clients and 20 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does Omnitrust Wealth Management offer?
Omnitrust Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Omnitrust Wealth Management charge?
Omnitrust Wealth Management charges 1.75% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Source: ADV PART 2A-OMNITRUST WEALTH MANAGEMENT, INC., filed 3 March 2026
Which custodians does Omnitrust Wealth Management use?
Omnitrust Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $107M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does Omnitrust Wealth Management have?
Omnitrust Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 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
What does Omnitrust Wealth Management invest in?
At the end of its last fiscal year, Omnitrust Wealth Management’s separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities and 2% 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 Omnitrust Wealth Management?
Omnitrust Wealth Management’s direct owner is Anthony Kurnellas (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does Omnitrust Wealth Management get paid?
Omnitrust Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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 Omnitrust Wealth Management?
Omnitrust Wealth Management’s main office is at 9428 Baymeadows Road, Suite 100, Jacksonville, FL 32256. Its phone number is 904-619-4351.