OMNI FINANCIAL LLC

OMNI FINANCIAL LLC of MADISON, WI is an SEC-registered investment adviser (CRD 314670). Regulatory assets under management: $116.9M.

Registration

• CRD: 314670
• SEC file number: 801-131556
• Type: Registered investment adviser
• Location: 5944 SEMINOLE CENTRE, SUITE 200, MADISON, WI, 53711
• Phone: 608-467-4333
• Latest filing: 2026-01-09
• Regulatory AUM: $116.9M
• Discretionary AUM: $115.3M
• Non-discretionary AUM: $1.6M
• Clients: 2
• Accounts: 762

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314670 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search