Omniquest Capital, LLC
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Overview
Omniquest Capital, LLC is a financial advisory firm that has its headquarters in Los Angeles, California. The company administers $101.8 million in total assets throughout one customer account, making it a mid-tier financial advisory firm in the country by assets under management (AUM). The firm has a small group, including 1 financial advisor. Omniquest Capital, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like equities, bonds and options.
Omniquest Capital, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes buy and sell choices for the client's account without needing to seek the customer's authorization. The investment advisory firm's typical account size is $101.8 million. The typical advisor at Omniquest Capital, LLC administers around one client account, placing it among the most individualized advisor firms in the country.
The firm's central office is located at 1801 Century Park East, Los Angeles, California 90067. It is registered to serve customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Omniquest Capital, LLC by the Numbers
$101.8 million
1
1
$101.8 million
Fee Structure
Financial management fees usually depend on the type of financial services provided. Fee types billed by Omniquest Capital, LLC may include any blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Omniquest Capital, LLC caters to pooled investment vehicles. Omniquest Capital, LLC's largest client type by number of accounts is pooled investment vehicles. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Omniquest Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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