{
  "crd_number": 138515,
  "slug": "omnistar-financial-group-inc-wilmington-nc-138515",
  "primary_business_name": "OMNISTAR FINANCIAL GROUP, INC.",
  "legal_name": "OMNISTAR FINANCIAL GROUP, INC.",
  "dbas": [
    "OMNISTAR FINANCIAL GROUP"
  ],
  "city": "Wilmington",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "48900",
  "metro": {
    "cbsa_code": "48900",
    "common_name": "Wilmington",
    "msa_name": "Wilmington, NC",
    "path": "/advisors/nc/wilmington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-06-03",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-05-19",
  "carried_forward": false,
  "raum_total": 285730273.0,
  "raum_discretionary": 285730273.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2573990.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 50618670.0,
      "count": 158
    },
    "pension_profit_sharing": {
      "raum": 60378896.0,
      "count": 23
    },
    "high_net_worth_individuals": {
      "raum": 171513522.0,
      "count": 78
    },
    "corporations_other_businesses": {
      "raum": 645195.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "NC",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/OmniStar-Financial-Group-360075670824426",
    "https://instagram.com/omnistarfinancialgroup",
    "https://linkedin.com/company/omnistar-financial-group",
    "https://omnistarfinancial.com",
    "https://twitter.com/OmnistarG"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/138515",
  "city_as_filed": "WILMINGTON",
  "url": "https://advisorcensus.com/firm/omnistar-financial-group-inc-wilmington-nc-138515",
  "display_name": "Omnistar Financial Group, Inc.",
  "summary": "Omnistar Financial Group, Inc. is an SEC-registered investment advisory firm in Wilmington, NC, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 19, 2026.",
  "citation": "AdvisorCensus. Omnistar Financial Group, Inc. (CRD 138515): 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",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Omnistar Financial Group, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Omnistar Financial Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Omnistar Financial Group, Inc. located?",
      "a": "Omnistar Financial Group, Inc.'s principal office is in Wilmington, NC, according to its Form ADV."
    },
    {
      "q": "Is Omnistar Financial Group, Inc. registered with the SEC or a state?",
      "a": "Omnistar Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 138515."
    },
    {
      "q": "How much does Omnistar Financial Group, Inc. manage?",
      "a": "Omnistar Financial Group, Inc. reports $285,730,273 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have Omnistar Financial Group, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Omnistar Financial Group, Inc.: Regulatory assets under management: $231,334,123 in the October 2021 data and $285,730,273 in the October 2026 data, up 24%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Omnistar Financial Group, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (158); high net worth individuals (78); pension and profit sharing plans (but not the plan participants or government pension plans) (23)."
    },
    {
      "q": "Which custodians does Omnistar Financial Group, Inc. use?",
      "a": "Omnistar Financial Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Omnistar Financial Group, Inc. 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/138515"
    },
    {
      "q": "What changed in Omnistar Financial Group, Inc.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Registered or notice-filed in MA, VA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 231334123.0,
      "total_employees": 8,
      "filing_date": "2021-05-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 164381000.0,
      "total_employees": 7,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 160420000.0,
      "total_employees": 8,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 184582762.0,
      "total_employees": 7,
      "filing_date": "2024-08-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 228789377.0,
      "total_employees": 7,
      "filing_date": "2025-02-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 285730273.0,
      "total_employees": 7,
      "filing_date": "2026-05-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in MA, VA."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $228,789,377 to $285,730,273 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "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/omnistar-financial-group-inc-wilmington-nc-138515.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 158,
      "fewer_than_5": false,
      "raum": 50618670.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 78,
      "fewer_than_5": false,
      "raum": 171513522.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 60378896.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2573990.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 645195.0
    }
  ],
  "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/138515",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}