Elliot Omanson
Elliot Omanson is a registered investment advisor at Sphinx Investments LLC, based in Richmond, VA, with 11 years of industry experience. Elliot operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 305 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sphinx Investments LLC's fees typically range from 1.50% to 1.75% of the value of your portfolio annually. The final fee schedule is documented in your advisory agreement. All fees are subject to negotiation.
Location
919 East Main Street, Suite 1000, Richmond, VA, 23219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Elliot owns several entities: OWLFI Inc. (since 2003), OWLFI Advisors Inc. (since 2020), OWLFI Holdings LLC (since 2020), and OWLFI Insurance LLC (since 2019). He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Sphinx Investments LLC
Previous Registrations
Owlfi
Motiv8 Investments LLC
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
State Registrations3 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.