{
  "crd_number": 159820,
  "slug": "omnia-finance-llc-fargo-nd-159820",
  "primary_business_name": "OMNIA FINANCE, LLC",
  "legal_name": "OMNIA FINANCE, LLC",
  "dbas": [],
  "city": "Fargo",
  "state": "ND",
  "country": "United States",
  "cbsa_code": "22020",
  "metro": {
    "cbsa_code": "22020",
    "common_name": "Fargo",
    "msa_name": "Fargo, ND-MN",
    "path": "/advisors/nd/fargo"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-06-26",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 76845193.0,
  "raum_discretionary": 76845193.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "banking_thrift": {
      "raum": 76845193.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "ND"
  ],
  "websites": [
    "https://omniafinancellc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159820",
  "city_as_filed": "FARGO",
  "url": "https://advisorcensus.com/firm/omnia-finance-llc-fargo-nd-159820",
  "display_name": "Omnia Finance, LLC",
  "summary": "Omnia Finance, LLC is a state-registered investment advisory firm in Fargo, ND, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Omnia Finance, LLC (CRD 159820): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Omnia Finance, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Omnia Finance, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Omnia Finance, LLC located?",
      "a": "Omnia Finance, LLC's principal office is in Fargo, ND, according to its Form ADV."
    },
    {
      "q": "Is Omnia Finance, LLC registered with the SEC or a state?",
      "a": "Omnia Finance, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 159820."
    },
    {
      "q": "How much does Omnia Finance, LLC manage?",
      "a": "Omnia Finance, LLC reports $76,845,193 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Omnia Finance, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: banking or thrift institutions (2)."
    },
    {
      "q": "Does Omnia Finance, 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/159820"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/omnia-finance-llc-fargo-nd-159820.md",
  "clients": [
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 2,
      "fewer_than_5": true,
      "raum": 76845193.0
    }
  ],
  "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/159820",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}