Robert
Omohundro

Alexander Capital Wealth Management LLC

CRD#2415942
Investment Advisor
in Roswell, GA

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About this Advisor

Robert Omohundro is a certified financial planner who works out of Roswell, Georgia who has 3 years of industry experience. Omohundro works at Alexander Capital Wealth Management LLC. Throughout their career, they have worked at J.P.Turner & Company, LLC, Centaurus Financial Inc and Alexander Capital, L.P. Omohundro has a Series 63 license, qualifying them as a securities representative, and can work in Georgia. Alexander Capital Wealth Management LLC is an advisory company headquartered in New York, NY. The investment advisory business has offices in 13 locations and a total of 25 people on staff. It controls $79 million in assets across its 361 customer accounts, placing it among the smaller firms in the country by assets under management. Of its 361 accounts, just 9% belong to high-net-worth investors who have at least $1 million in assets available to invest. Alexander Capital Wealth Management Llc offers portfolio management for individuals and small businesses. Financial advisory fee schedules typically depend on which service is provided. However, fees charged by Alexander Capital Wealth Management LLC can be comprised of any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Roswell, GA

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Alexander Capital Wealth Management LLC Brokerage Details

Total Assets Under Management

$78,759,127

GA Average: $7,464,549,021
Total Number of Employees

25

GA Average: 88
Total Number of Accounts

361

GA Average: 3,892
Average Account Size

$218,169

GA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Robert Omohundro Work History

Robert has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Alexander Capital, L.P

2015 - Present (9 years)

Centaurus Financial Inc

2020 - 2020 (< 1 year)

Alexander Capital, L.P

2007 - 2015 (8 years)

J.P.Turner & Company, 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 Robert Omohundro 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 Alexander Capital Wealth Management LLC

John Slipek
Staten Island, NY
Jesus Quezada
Alhambra, CA
Dustin Bachtel
Glasgow, MO
Joseph Amato
New York, NY
Jeremy Presley
Atlanta, GA
Edward Portelles
New York, NY
Paul Messina
New York, NY
Nick Filippo
New York, NY

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.

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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.

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