Omnistar Financial Group, Inc.

Overview

Omnistar Financial Group, Inc. is an SEC registered investment adviser based in Wilmington, NC, registered since 2016. It reports $286M in assets under management across 1,077 accounts, with 7 employees. It has 6 investment adviser representatives.

Reported AUM

$286M

Discretionary

100%

Accounts

1,077

Average account

$265K

Employees

7

Advisory reps

6

Registered since

2016

Jurisdictions

5

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Phillip Lloyd Clark President, Chief Compliance Officer CRD 3044343

Advisory reps 3 of 6

• Lawrence Spell Carr Insurance Agent · Investment Adviser Rep CRD 7517209
• Phillip L Clark Insurance Agent · Investment Adviser Rep CRD 3044343
• Roger Lee Fuller Investment Adviser Rep CRD 2674665

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1712 Eastwood Rd Ste 212
Wilmington, NC 28403

County

New Hanover

Metro area

Wilmington, NC

Region

South

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: omnistarfinancial.com

Every state, with registration dates

Similar firms near Wilmington

• Live Oak Private Wealth, LLCWilmington, NC$1.3B AUM
• Old North State Wealth Management, LLCWilmington, NC$453M AUM
• Tilia Fiduciary Partners, Inc.Wilmington, NC$404M AUM
• Dovetail Financial Group LLCWilmington, NC$299M AUM
• Lumina Wealth Management, LLCWilmington, NC$24M AUM