OMICRON ADVISORS, LLC
Adviser information for OMICRON ADVISORS, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 165 | $106.1M |
| Non-Discretionary | 0 | $0 |
| Total | 165 | $106.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 34 | $10.8M |
| HNW Individuals | 34 | $91.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $1.3M |
| Charitable organizations | 7 | $2.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $70,661 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-123738 |
|---|---|
| SEC ERA File Number | 801-123738 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 165250 |
| Legal Entity Identifier | None |
Principal Office
300 GRANITE RUN DRIVESUITE 120
LANCASTER
PA
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 302-453-9662, Fax: 302-453-8176
Websites
Chief Compliance Officer
ROSS CHRISTIAN BURNAM
MANAGING MEMBER - CCO
300 GRANITE RUN DRIVE
SUITE 120
LANCASTER
PA
United States
Tel:
302-453-9662
Fax:
302-453-8176
C********@******************M
(Full email address available in API data)
Regulatory Contact
ROSS WILSON BURNAM
MANAGING MEMBER - CEO
300 GRANITE RUN DRIVE
SUITE 120
LANCASTER
PA
United States
Tel:
302-453-9662
Fax:
302-453-8176
R***@******************M
(Full email address available in API data)
Industry Affiliates
| ROSS W. BURNAM, CPA PA | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BURNAM, ROSS, WILSON | Individual | – | MANAGING MEMBER | 07/2012 | > 75% |
| BURNAM, ROSS, CHRISTIAN | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 07/2012 | 25-50% |