Data / Investment advisers / Florida / Omnitrust Wealth Management, Inc.
Omnitrust Wealth Management, Inc., Jacksonville, FL: $107 million AUM, SEC registered investment adviser
Omnitrust Wealth Management, Inc. is an SEC registered investment adviser with its main office in Jacksonville, Florida and reports $107 million in regulatory assets under management in its Form ADV filed March 3, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 298025
- SEC file number
- 801-134942
- SEC status
- Approved, effective December 15, 2025
- Main office
- 9428 Baymeadows Road Suite 100, Jacksonville, FL 32256
- Phone
- (904) 619-4351
- Regulatory AUM
- $107,206,083 in the Form ADV filed March 3, 2026
- Discretionary AUM
- $101,321,521
- Non discretionary AUM
- $5,884,562
- Accounts
- 577
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 328 | $75.4 million |
| High net worth individuals | 20 | $31.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $107.2 million | March 3, 2026 |
| January 2, 2026 | $106.1 million | November 13, 2025 |
Other advisers in Jacksonville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| River City Wealth Management | Jacksonville | $179.6 million | Not listed | adviserinfo.sec.gov |
| St. Nicholas Private Asset Management, Inc. | Jacksonville | $151 million | Not listed | adviserinfo.sec.gov |
| Gullane Capital, LLC | Jacksonville | $145.3 million | 13 | adviserinfo.sec.gov |
| Doxara Capital LP | Jacksonville | $125 million | Not listed | adviserinfo.sec.gov |
| Toams Financial | Jacksonville | $108.8 million | Not listed | adviserinfo.sec.gov |
| Schaffer & Company Asset Management, Inc. | Jacksonville | $90.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Jacksonville, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Omnitrust Wealth Management, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.