# Omnistar Financial Group, Inc.

> 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.

- CRD: 138515
- Filed as: OMNISTAR FINANCIAL GROUP, INC.
- Also doing business as: OMNISTAR FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wilmington, NC
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/138515
- AdvisorCensus page: https://advisorcensus.com/firm/omnistar-financial-group-inc-wilmington-nc-138515

## Quick answers

**How is Omnistar Financial Group, Inc. compensated?**
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.

**Where is Omnistar Financial Group, Inc. located?**
Omnistar Financial Group, Inc.'s principal office is in Wilmington, NC, according to its Form ADV.

**Is Omnistar Financial Group, Inc. registered with the SEC or a state?**
Omnistar Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 138515.

**How much does Omnistar Financial Group, Inc. manage?**
Omnistar Financial Group, Inc. reports $285,730,273 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (100% discretionary).

**How have Omnistar Financial Group, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Omnistar Financial Group, Inc. serve?**
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).

**Which custodians does Omnistar Financial Group, Inc. use?**
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.

**Does Omnistar Financial Group, Inc. report any disciplinary disclosures?**
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

**What changed in Omnistar Financial Group, Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in MA, VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $285,730,273
- Discretionary: $285,730,273
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 158 | $50,618,670 |
| High net worth individuals | 78 | $171,513,522 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 23 | $60,378,896 |
| Charitable organizations | 1 | $2,573,990 |
| Corporations or other businesses not listed above | 1 | $645,195 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2016 (10 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NC, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [omnistarfinancial.com](https://omnistarfinancial.com)
- Facebook @OmniStar-Financial-Group-360075670824426
- Instagram @omnistarfinancialgroup
- LinkedIn @omnistar-financial-group
- X @OmnistarG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $231,334,123 | 8 | May 26, 2021 |
| October 2022 | $164,381,000 | 7 | March 24, 2022 |
| October 2023 | $160,420,000 | 8 | March 21, 2023 |
| October 2024 | $184,582,762 | 7 | August 29, 2024 |
| October 2025 | $228,789,377 | 7 | February 10, 2025 |
| October 2026 | $285,730,273 | 7 | May 19, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in MA, VA.

### March 2026
- Regulatory assets under management went from $228,789,377 to $285,730,273 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Omnistar Financial Group, Inc. (CRD 138515): Form ADV filing data as of October 2026.