SourcingSourcing

OMEGA CAPITAL MANAGEMENT,LLC

A68
CRD 129167·SEC 801-120681·FLANDERS, NJ
AUM
$139.7M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$419K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OMEGA CAPITAL MANAGEMENT,LLC
CRD
129167
SEC file #
801-120681
EIN
—
DBA names
Omega Capital Management, Llc

Economics

AUM
$139.7M
AUM band
$100M-$500M
AUM trajectory
'22'26
$104.4M → $139.7M▲ +34%
Client mix
Individuals Other106
Individuals High Net Worth54
Pension Profit Sharing Plans11

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
2 advisors → 1 advisors▼ -50%
Primary office
FLANDERS NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BEDELL, STEVEN, M
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BEDELL, STEVEN, M
BEDELL, JENNIFER, BETH
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:omega.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4317
Soi Zip Pct 200k Plus
0.1746
Soi Zip Returns 200k Plus
1,100
Soi Zip Total AGI
824,460
Fdic Zip Total Deposits
9,664,894,000
Fdic Zip Branch Count
117
Fdic Zip Top Banks
Wells Fargo Bank, National Association
TD Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
United Jersey BankFlanders, NJ
United Jersey BankFlanders, NJ
Fdic Zip HHI
2207.47
Fdic Zip Top Bank Share Pct
34.23
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
Yes
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI13,696
Returns1,280
Stub 2
AGI33,656
Returns910
Stub 3
AGI47,756
Returns770
Soi Zip Total Business Income
24,025
Soi Zip Total Cap Gains
23,209
Soi Zip Total Dividends
14,836
Soi Zip Total Returns
6,300
Top Owner CRD
2401066
Trust Company Affiliate
No

People (2)

2
BEDELL, STEVEN, M
IAR · Direct Owner · 87.5%
2401066
BEDELL, JENNIFER, BETH
Direct Owner · 7.5%
2564080