Best Investors
Account
Sign in
Best Investors
Account
Sign in
Omega Financial Group, LLC CRD 164147
$552M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
812 Anacapa Street, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-06-05 |
| TX | RA | APPROVED | 2015-06-17 |
| CA | RA | APPROVED | 2012-06-01 |
Branch Locations
812 Anacapa St., Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omega Financial Group, Llc | Santa Barbara | CA | 06/2012 | Present |
| Argos Global Advisors, Llc | Santa Barbara | CA | 03/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-19 |
Reach out to this advisor