# Omega Wealth Private Capital LLC

> 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.

- CRD: 318012
- Filed as: OMEGA WEALTH PRIVATE CAPITAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318012
- AdvisorCensus page: https://advisorcensus.com/firm/omega-wealth-private-capital-llc-cincinnati-oh-318012

## Quick answers

**How is Omega Wealth Private Capital LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Omega Wealth Private Capital LLC located?**
Omega Wealth Private Capital LLC's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Omega Wealth Private Capital LLC registered with the SEC or a state?**
Omega Wealth Private Capital LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318012.

**How much does Omega Wealth Private Capital LLC manage?**
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).

**What types of clients does Omega Wealth Private Capital LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (264); high net worth individuals (22).

**Does Omega Wealth Private Capital LLC 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/318012

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $102,298,856
- Discretionary: $102,298,856
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 264 | $56,344,662 |
| High net worth individuals | 22 | $45,954,194 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, KY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- owprivatecapital.com
- Facebook @OWprivatecapital
- Instagram @OWprivatecapital
- LinkedIn @ow-private-capital
- YouTube @owprivatecapital

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Omega Wealth Private Capital LLC (CRD 318012): Form ADV filing data as of October 2026.