Owner · Northwest Capital Management Inc.
Omani R. Carson
CRD 1238219 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Northwest Capital Management Inc., an SEC-registered asset manager based in Lake Oswego, OR with $8.5 billion in regulatory assets, lists Omani R. Carson on its Form ADV as Owner, a control person. The SEC filings also name Omani at 2 other registered advisers.
Firms and roles
- Northwest Capital Management Inc.OwnerAsset manager · Lake Oswego, OR · $8.5B in regulatory assets
- CWM, LLCFounder and ChairmanWealth manager · Omaha, NE · $51B in regulatory assets
- Carson Group InvestingFounder & ChairmanAsset manager · Omaha, NE · $2.0B in regulatory assets
AtlasMembers
Omani’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
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- John P. PulverentiSecretary, Northwest Capital Management Inc.
- George B. WhitePresident/director, Northwest Capital Management Inc.
- Mark D. ApplegarthDirector, Northwest Capital Management Inc.
- Julie C. PineDirector, Northwest Capital Management Inc.
- Lantz G. HuntSVP, Chief Integrations Officer, Northwest Capital Management Inc.
2 more people named with Omani on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Omani’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.