# Omnivest Group LLC

> Omnivest Group LLC is a state-registered investment advisory firm in Princeton, NJ, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 141057
- Filed as: OMNIVEST GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Princeton, NJ
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141057
- AdvisorCensus page: https://advisorcensus.com/firm/omnivest-group-llc-princeton-nj-141057

## Quick answers

**How is Omnivest Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Omnivest Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Omnivest Group LLC located?**
Omnivest Group LLC's principal office is in Princeton, NJ, according to its Form ADV.

**Is Omnivest Group LLC registered with the SEC or a state?**
Omnivest Group LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 141057.

**How much does Omnivest Group LLC manage?**
Omnivest Group LLC reports $28,700,000 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (96% discretionary).

**What types of clients does Omnivest Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2); other (1).

**Does Omnivest Group 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/141057

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $28,700,000
- Discretionary: $27,500,000
- Non-discretionary: $1,200,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $1,200,000 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 1 | $27,500,000 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- omnivestgrp.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Omnivest Group LLC (CRD 141057): Form ADV filing data as of October 2026.