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Managing Member, Chief Investment Offier · Omega Financial Group, LLC

Dylan B. Minor

CRD 2245009 · 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 Dylan B. Minor on its Form ADV as Managing Member, Chief Investment Offier, a control person. The SEC filings also name Dylan at 1 other registered adviser.

Firms and roles

AtlasMembers

Dylan’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
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dylan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.