Edward
Mcroberts

Omnicap Group LLC

CRD#4528727
Investment Advisor
in El Segundo, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Edward Mcroberts is a financial advisor working in El Segundo, California with 18 years of relevant experience. Mcroberts works at Omnicap Group LLC. They have been employed by Omnicap Group Llc for all of their career. Mcroberts holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in California and Massachusetts. Omnicap Group LLC is a business based in El Segundo, CA. It has a total of 10 employees. It controls $3 billion in total assets across its 245 accounts, making it one of the biggest investment advisory firms in the country by assets under management. Omnicap Group LLC performs a few services, such as portfolio management for institutional clients and other services. A financial advisor's fee schedules usually are based on which services are offered. Fee types charged by Omnicap Group LLC most likely consist of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

18 years

Services Offered

Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

2286 E. Maple Ave
El Segundo, CA 90245

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Omnicap Group LLC Brokerage Details

Total Assets Under Management

$3,062,845,000

CA Average: $7,578,581,321
Total Number of Employees

10

CA Average: 43
Total Number of Accounts

245

CA Average: 3,727
Average Account Size

$12,501,408

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Other

Edward Mcroberts Work History

Edward has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Omnicap Group LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Edward Mcroberts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Omnicap Group LLC

Angel Meraz
Dallas, TX
Edward Mcroberts
El Segundo, CA
Jeffrey Smith
El Segundo, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started