{
  "crd_number": 318012,
  "slug": "omega-wealth-private-capital-llc-cincinnati-oh-318012",
  "primary_business_name": "OMEGA WEALTH PRIVATE CAPITAL LLC",
  "legal_name": "OMEGA WEALTH PRIVATE CAPITAL LLC",
  "dbas": [],
  "city": "Cincinnati",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-01-24",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 102298856.0,
  "raum_discretionary": 102298856.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 56344662.0,
      "count": 264
    },
    "high_net_worth_individuals": {
      "raum": 45954194.0,
      "count": 22
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IN",
    "KY",
    "OH"
  ],
  "websites": [
    "https://facebook.com/OWprivatecapital",
    "https://instagram.com/OWprivatecapital",
    "https://linkedin.com/company/ow-private-capital",
    "https://owprivatecapital.com",
    "https://youtube.com/@owprivatecapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318012",
  "city_as_filed": "CINCINNATI",
  "url": "https://advisorcensus.com/firm/omega-wealth-private-capital-llc-cincinnati-oh-318012",
  "display_name": "Omega Wealth Private Capital LLC",
  "summary": "Omega Wealth Private Capital LLC is a state-registered investment advisory firm in Cincinnati, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Omega Wealth Private Capital LLC (CRD 318012): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Omega Wealth Private Capital LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Omega Wealth Private Capital LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Omega Wealth Private Capital LLC located?",
      "a": "Omega Wealth Private Capital LLC's principal office is in Cincinnati, OH, according to its Form ADV."
    },
    {
      "q": "Is Omega Wealth Private Capital LLC registered with the SEC or a state?",
      "a": "Omega Wealth Private Capital LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318012."
    },
    {
      "q": "How much does Omega Wealth Private Capital LLC manage?",
      "a": "Omega Wealth Private Capital LLC reports $102,298,856 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Omega Wealth Private Capital LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (264); high net worth individuals (22)."
    },
    {
      "q": "Does Omega Wealth Private Capital 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318012"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/omega-wealth-private-capital-llc-cincinnati-oh-318012.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 264,
      "fewer_than_5": false,
      "raum": 56344662.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 22,
      "fewer_than_5": false,
      "raum": 45954194.0
    }
  ],
  "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/318012",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}