Managing Member, Chief Compliance Officer · Omega Financial Group, LLC
Bryan W. Reinhard
CRD 3257820 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Omega Financial Group, LLC, an SEC-registered wealth manager based in Santa Barbara, CA with $552 million in regulatory assets, lists Bryan W. Reinhard on its Form ADV as Managing Member, Chief Compliance Officer, a control person. The SEC filings also name Bryan at 1 other registered adviser.
Firms and roles
- Omega Financial Group, LLCManaging Member, Chief Compliance OfficerWealth manager · Santa Barbara, CA · $552M in regulatory assets
- Argos Global Advisors, LLCManaging Member/chief Compliance OfficerPrivate fund adviser · Santa Barbara, CA · $13M in regulatory assets
AtlasMembers
Bryan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Dylan B. MinorManaging Member, Chief Investment Offier, Omega Financial Group, LLC
- Robert A. SchultzManaging Member, Argos Global Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.