OG
ChFC
OG
ChFC

Omar Garcia

2 Years of Experience
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
152 clients
Average Client Portfolio
$945K average
Assets Under Management
$143.6M

Fee Structure

Minimum Investment:$10K
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Location

3401 Mallory Ln, Suite 100, Franklin, TN, 37067

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Omar is the CEO of Garcia Kapital LLC, a pass-through entity with no operations. He spends minimal time on this activity.

Employment History
Current Registrations
Valtrion Capital Management, LLC
December 2022 - Present · 3 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.