# Akram M. Omari, CPA

> Akram M. Omari, CPA is a state-registered investment advisory firm in San Francisco, CA, registered since 1993, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 3, 2026.

- CRD: 135499
- Filed as: AKRAM M. OMARI, CPA
- Legal name: Omari, Akram Motie
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/135499
- AdvisorCensus page: https://advisorcensus.com/firm/akram-m-omari-cpa-san-francisco-ca-135499

## Quick answers

**How is Akram M. Omari, CPA compensated?**
On its Form ADV (Item 5.E, October 2026), Akram M. Omari, CPA reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Akram M. Omari, CPA located?**
Akram M. Omari, CPA's principal office is in San Francisco, CA, according to its Form ADV.

**Is Akram M. Omari, CPA registered with the SEC or a state?**
Akram M. Omari, CPA is a state-registered investment advisory firm, registered since 1993. Status as filed: APPROVED. CRD 135499.

**How much does Akram M. Omari, CPA manage?**
Akram M. Omari, CPA reports $87,000,000 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (100% discretionary).

**What types of clients does Akram M. Omari, CPA serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112).

**Does Akram M. Omari, CPA report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/135499

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $87,000,000
- Discretionary: $87,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $87,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1993 (32 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Akram M. Omari, CPA (CRD 135499): Form ADV filing data as of October 2026.