SourcingSourcing

OMICRON ADVISORS, LLC

C47
CRD 165250·SEC 801-123738·LANCASTER, PA
AUM
$151.2M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$453K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OMICRON ADVISORS, LLC
CRD
165250
SEC file #
801-123738
EIN
—
DBA names
—

Economics

AUM
$151.2M
AUM band
$100M-$500M
AUM trajectory
'23'26
$111.2M → $151.2M▲ +36%
Client mix
Individuals Other45
Individuals High Net Worth29
Charitable Organizations8

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
2 advisors → 2 advisors▬ 0%
Primary office
LANCASTER PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwabmedium confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
omicronadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BURNAM, ROSS, WILSON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BURNAM, ROSS, WILSON
BURNAM, ROSS, CHRISTIAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
ok
Rdap Domain
OMICRONADVISORS.COM
Rdap Domain Creation Date
2012-07-06T12:57:57Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
easyDNS Technologies Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Window
Charles Schwab2
Full
Charles Schwab8
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-07-06T12:57:57Z
Rdap Domain Last Changed
2025-06-10T19:31:27Z
Rdap Nameservers
Dns1.easydns.comDns2.easydns.netDns3.easydns.ca
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4081305
Trust Company Affiliate
No

People (2)

2
BURNAM, ROSS, WILSON
IAR · Direct Owner · 87.5%
4081305
BURNAM, ROSS, CHRISTIAN
IAR · Direct Owner · 37.5%
5012986