← Directory

OMEN ADVISORY, LLC

CRD 337532File 801-134254
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$36K
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $36K
Clients
94
94 accounts
Employees
2
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Dec 5, 2025
Principal office
12 E 33RD ST, FL10, NEW YORK, NY, 10016
Phone
330-583-4914
Website
https://www.agentomen.com

Assets & accounts

ADV Item 5F
Total regulatory AUM
$36K
Discretionary AUM
$0
Non-discretionary AUM
$36K
Discretionary accounts
0
Non-discretionary accounts
94
Total accounts
94
AUM per client
$383

Clients by type

ADV Item 5D
Client typeClientsAUM
Individuals (other than high net worth individuals)94$36K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Subscription fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

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

Filed changes

DateFieldFromToChange
Jan 1, 2026Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “OMEN ADVISORY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OMEN ADVISORY” may also match similarly-named firms). Confirm identity against each filing.

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.