Mitchell Davis Kuhn
Investment Adviser Representative at Omega Financial Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mitchell Davis Kuhn is an investment adviser representative with Omega Financial Group, LLC in Santa Barbara, CA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Marlborough District CouncilDec 2018 – Apr 2019Marlborough
- SabbaticalApr 2019 – Nov 2019Gisborne
- Gisborne District CouncilNov 2019 – Jan 2026Gisborne
- Ocean Rhythms Surf CoachingApr 2022 – Jan 2026Gisborne
- Omega Financial Group, LLCMar 2026 – no end date reportedSanta Barbara, CA
- UnemployedMar 2016 – Nov 2018Santa Barbara, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Omega Financial Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- First $500,0001.50%
- Next $500,0001.25%
- $1,000,000 - $2,000,0001.00%
- $2,000,000 - $5,000,0000.90%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Santa Barbara, CA
- SEC file number:
- 801-77745
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 4, 2026
View full firm profileOther advisors at Omega Financial Group, LLC
4 other advisors in the directory
Similar advisors in Santa Barbara, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mitchell Davis Kuhn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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