Omicron Advisors, LLC
SEC RegisteredHelping You Get Comfortable With Decisions About Money
About the firm
Omicron Advisors helps successful individuals reduce stress caused by financial worry, leveraging perspective and experience gained through years of hands-on work in tax and investment. As CERTIFIED FINANCIAL PLANNER™ practitioners, they adhere to a Fiduciary Standard, ensuring recommendations are never product or commission-driven. They construct data-driven portfolios and provide integrated investment, planning, and tax services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, and tax services, including data-driven portfolio construction, investment strategy, and integrated planning and tax advice.
Who they serve
Successful individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 45 | $33M |
| High Net Worth Individuals | 29 | $115M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| State/Municipal Entities | 8 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $500,000 | 1.30% |
| $500,001 - $750,000 | 1.20% |
| $750,001 - $1,000,000 | 1.10% |
| $1,000,001 - $2,000,000 | 1.00% |
| $2,000,001 - $4,000,000 | 0.90% |
| $4,000,001 - $6,000,000 | 0.75% |
| $6,000,001 - $10,000,000 | 0.60% |
| $10,000,001+ | 0.40% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Omicron Advisors, LLC 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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