Omega Financial Group, Llc
- Regulatory AUM
- $552M
- Discretionary
- $550M
- Clients
- 324
- Avg AUM / client
- $1.7M
- Accounts
- 974
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jun 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 171 | $66.6M | 12.1% |
| High net worth individuals | 148 | $476M | 86.1% |
| Pension and profit sharing plans | 5 | $8.9M | 1.61% |
| Charitable organizations | Fewer than 5 clients | $1.0M | 0.19% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan Sansum Santa Barbara Medical Clinic, Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan William Reinhard | Managing Member, Chief Compliance Officer | CFP Chartered Financial Consultant | Jun 2012 (14y) | 10% – 25% |
| Dylan Blu Minor | Managing Member, Chief Investment Offier | CFP Chartered Financial Consultant | Jun 2012 (14y) | 75% or more |
| Robert Allen Schultz | Registered representative | CFP Chartered Financial Consultant | Jun 2012 (14y) | |
| Paul Cooper Kuhn | Registered representative | Apr 2013 (13y) | ||
| Mitchell Davis Kuhn | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan | Sansum Santa Barbara Medical Clinic, Inc. | 241 | $236M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/04/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $460M (83% of AUM) Jun 2026
- Fidelity Brokerage Services $81.0M (15% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗