OMEGA ADVISORY LLC

OMEGA ADVISORY LLC of CUMMING, GA is an SEC-registered investment adviser (CRD 287459). Regulatory assets under management: $83.9M.

Registration

• CRD: 287459
• Type: Registered investment adviser
• Location: 410 PEACHTREE PARKWAY, CUMMING, GA, 30041
• Phone: 770-361-3034
• Latest filing: 2026-03-02
• Regulatory AUM: $83.9M
• Discretionary AUM: $83.9M
• Clients: 1
• Accounts: 194

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287459 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search