# ALPHA OMEGA GROUP, INC.

ALPHA OMEGA GROUP, INC. of RESTON, VA is an SEC-registered investment adviser.

## Registration

- CRD: 159026
- Type: SEC-registered investment adviser
- SEC file number: 801-77736
- Location: 11911 FREEDOM DRIVE, SUITE 730, RESTON, VA, 20190
- Phone: 703-757-8020
- Latest filing: 2025-03-23
- Clients: 1

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| James Russell Hadaway | CHIEF COMPLIANCE OFFICER | — |
| Frederick Peter Baerenz | PRESIDENT; TRUSTEE | — |
| Michelle Lauren Whitlock | CHIEF FINANCIAL OFFICER | — |
| James Thomas Ortlip | CIO | — |
| KLENK KAREN ANN | SECRETARY/TREASURER | — |
| BAERENZ FREDERICK PETER | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| BAERENZ SHEILA C | VICE PRESIDENT | — |
| ORTLIP JAMES THOMAS | CIO; VICE PRESIDENT | — |
| YOON JOSEPH S | CHIEF COMPLIANCE OFFICER | — |
| SWEAT DAVID SCOTT | SHAREHOLDER | — |
| WHITLOCK MICHELLE LAUREN | CHIEF FINANCIAL OFFICER; SHAREHOLDER | — |
| HADAWAY JAMES RUSSELL | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 7037578020 |
| — | — | 1 | 703-263-5782 |
| — | — | 1 | 703-263-5901 |
| — | — | 1 | 7037578020 |
| — | — | 1 | 703-263-5782 |
| — | — | 1 | 703-263-5901 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159026/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159026/similar
- Related entities: https://search.stillhousedata.com/firm/159026/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159026

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.