Omar Akhil

Employer firm

Vaulkshire Investment Advisors CRD 226623

$20.2M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  Vaulkshire Llc
  San Antonio, TX

Previous Registrations

• 2014-03-27 → 2015-06-15
  Matterhorn Capital Management, Llc
  San Antonio, TX
• 2012-11-20 → 2013-09-23
  Tpb Wealth Advisors, Llc
  San Antonio, TX

Other Businesses

1) OWNER OF BRAINIAC, LLC.; NOT INVESTMENT RELATED; 310 W. Sunset, Suite 101, SAN ANTONIO, TX 78209; START DATE FEB 2008; APX HOURS A MONTH, 15; NO DEDICATED HOURS DURING TRADING HOURS; BUSINESS DEVELOPMENT/STRATEGY AND TUTORING

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-11-19