{
  "crd_number": 129167,
  "slug": "omega-capital-management-llc-flanders-nj-129167",
  "primary_business_name": "OMEGA CAPITAL MANAGEMENT, LLC",
  "legal_name": "OMEGA CAPITAL MANAGEMENT,LLC",
  "dbas": [],
  "city": "Flanders",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-04-02",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 139739351.0,
  "raum_discretionary": 139739351.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 167148.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 31908791.0,
      "count": 106
    },
    "pension_profit_sharing": {
      "raum": 20422889.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 87240523.0,
      "count": 54
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MA",
    "NH",
    "NJ",
    "NY",
    "PA"
  ],
  "websites": [
    "https://linkedin.com/in/steven-m-bedell-cfp-aif-ricp-cfs-abb5a223",
    "https://omegacap.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/129167",
  "city_as_filed": "FLANDERS",
  "url": "https://advisorcensus.com/firm/omega-capital-management-llc-flanders-nj-129167",
  "display_name": "Omega Capital Management, LLC",
  "summary": "Omega Capital Management, LLC is an SEC-registered investment advisory firm in Flanders, NJ, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.",
  "citation": "AdvisorCensus. Omega Capital Management, LLC (CRD 129167): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Omega Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Omega Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Omega Capital Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 states: Hourly rate: $250 an hour (financial planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Omega Capital Management, LLC located?",
      "a": "Omega Capital Management, LLC's principal office is in Flanders, NJ, according to its Form ADV."
    },
    {
      "q": "Is Omega Capital Management, LLC registered with the SEC or a state?",
      "a": "Omega Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 129167."
    },
    {
      "q": "How much does Omega Capital Management, LLC manage?",
      "a": "Omega Capital Management, LLC reports $139,739,351 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have Omega Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Omega Capital Management, LLC: Regulatory assets under management: $104,400,000 in the October 2021 data and $139,739,351 in the October 2026 data, up 34%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Omega Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106); high net worth individuals (54); pension and profit sharing plans (but not the plan participants or government pension plans) (11)."
    },
    {
      "q": "Which custodians does Omega Capital Management, LLC use?",
      "a": "Omega Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Omega Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/129167"
    },
    {
      "q": "Does Omega Capital Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 says: \"Omega Capital generally requires a minimum of $ 250,000 in assets under management to open and maintain a managed account. In its sole discretion, Omega Capital may waive or lower this minimum.\""
    },
    {
      "q": "What changed in Omega Capital Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $126,970,439 to $139,739,351 (+10%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 104400000.0,
      "total_employees": 2,
      "filing_date": "2021-04-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 114637772.0,
      "total_employees": 2,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 95739039.0,
      "total_employees": 3,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 113049036.0,
      "total_employees": 3,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 126970439.0,
      "total_employees": 2,
      "filing_date": "2025-03-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 139739351.0,
      "total_employees": 2,
      "filing_date": "2026-03-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $126,970,439 to $139,739,351 (+10%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (financial planning and consulting)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Omega Capital generally requires a minimum of $ 250,000 in assets under management to open and maintain a managed account. In its sole discretion, Omega Capital may waive or lower this minimum."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (financial planning and consulting)"
        ],
        "quotes": [
          "Generally, Omega Capital’s fee for financial planning and consulting is based on an estimate of the hours necessary to complete the engaged services and/or written financial plan. Omega Capital‘s hourly rate is $250."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consulting"
        }
      ]
    },
    "quotes": [
      "Omega Capital generally requires a minimum of $ 250,000 in assets under management to open and maintain a managed account. In its sole discretion, Omega Capital may waive or lower this minimum.",
      "Generally, Omega Capital’s fee for financial planning and consulting is based on an estimate of the hours necessary to complete the engaged services and/or written financial plan. Omega Capital‘s hourly rate is $250."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/omega-capital-management-llc-flanders-nj-129167.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 106,
      "fewer_than_5": false,
      "raum": 31908791.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 54,
      "fewer_than_5": false,
      "raum": 87240523.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 20422889.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 167148.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/129167",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}