OMEGA FINANCIAL GROUP, LLC

CRD 164147File 801-77745

APPROVED

Retail clients

Custody

Filing as of Jun 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$552.4M

Above cohort median (national)

Discretionary AUM

$549.9M

Non-discretionary $2.5M

Clients

324

974 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Mar 28, 2013
Principal office: 812 ANACAPA STREET, SANTA BARBARA, CA, 93101
Phone: 805-617-4363
Website: HTTPS://TWITTER.COM/OMEGAFINGROUP/MEDIA

Assets & accounts

ADV Item 5F

Total regulatory AUM: $552.4M
Discretionary AUM: $549.9M
Non-discretionary AUM: $2.5M
Discretionary accounts: 969
Non-discretionary accounts: 5
Total accounts: 974
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$1.0M
High net worth individuals	148	$475.9M
Pension and profit sharing plans	5	$8.9M
Individuals (other than high net worth individuals)	171	$66.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Publications
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.