AdvisorRanked
95
Clean

OMNISTAR FINANCIAL GROUP, INC.

1712 EASTWOOD ROAD, WILMINGTON, NC 28403
Fiduciaryfee-onlySEC Registered
910-319-7834 www.linkedin.com/company/omnistar-financial-group CRD #138515
$286M
Assets Managed
5
Clients
7
Employees
10
Years Active
since 2016

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46161. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 10 years.

Firm Details

Legal NameOMNISTAR FINANCIAL GROUP, INC.
CRD Number#138515
SEC RegisteredYes
Registration Date2016-06-03
States RegisteredNC
Assets Under Management$286M
Number of Clients5
Employees7
Compensation Typefee-only
Last ADV Filing46161

Other Advisors in WILMINGTON

View all advisors in WILMINGTON

Frequently Asked Questions

Is OMNISTAR FINANCIAL GROUP, INC. a fiduciary?

Yes. OMNISTAR FINANCIAL GROUP, INC. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does OMNISTAR FINANCIAL GROUP, INC. charge clients?

OMNISTAR FINANCIAL GROUP, INC. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does OMNISTAR FINANCIAL GROUP, INC. have any complaints?

No. OMNISTAR FINANCIAL GROUP, INC. has zero complaints or disciplinary actions on file with the SEC or FINRA across 10 years of operation.

How does OMNISTAR FINANCIAL GROUP, INC. compare to other advisors in WILMINGTON?

OMNISTAR FINANCIAL GROUP, INC. has a Red Flag Score of 95/100. There are 10 registered advisory firms in WILMINGTON. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46161. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.