Robert Omohundro
Robert Omohundro is a CFP-designated registered investment advisor at Alexander Capital Wealth Management LLC, based in Atlanta, GA, with 32 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 621 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACWM offers investment management through wrap fee programs. The annual management fee is negotiated with each client and ranges from 0.25% to 2.00% of the value of your portfolio. The fee includes money management, certain transaction costs, and custodial and administrative costs. There is no minimum fee for investing on the Envestnet | Placemark platform. The advisory fee is negotiable, depending on individual client circumstances. In some cases, ACWM may charge a fixed fee for portfolio management, which will be negotiable.
Location
9040 Rosewell Road, Suite 350, Atlanta, GA, 30350
Get directionsHistory
Regulatory History (8)
Customer Dispute
July 2025Customer Dispute
March 2025Customer Dispute
March 2024Customer Dispute
May 2021Customer Dispute
October 2015Customer Dispute
December 2011Customer Dispute
June 2004Customer Dispute
August 1998Other Business ActivitiesSells Insurance
Robert is an agent with Highland Capital Brokerage since 2007, reviewing and implementing life, health, disability, and long-term care insurance cases, dedicating minimal time. He is also the CEO and Senior Financial Advisor for LCORE Wealth Management LLC since 2012, and consults on senior, divorce, and tax planning through All Bridge Consulting LLC.
Employment History
Current Registrations
Alexander Capital Wealth Management LLC
Alexander Capital, L.P.
Alexander Capital, L.P.Broker
Previous Registrations
Alexander Capital, L.P.Broker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
J.C. Bradford & CO.Broker
Burnett, Grey & CO., INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.