Omnia Finance, LLC

Omnia Finance, LLC is a Registered Investment Advisor established in 2010 by Sean L. Burian, offering investment advisory services primarily to institutional investors. The firm specializes in discretionary investment management and consulting services, constructing portfolios with U.S. Government securities, municipal securities, and cash equivalents tailored to each client's investment policy. Clients have the opportunity to place restrictions on investments, subject to the advisor's acceptance. Omnia evaluates and selects investments after due diligence and may recommend cash positions as a hedge. The firm does not participate in wrap fee programs and manages $73,763,618 in discretionary assets as of December 31, 2024. For fees, Omnia charges a monthly retainer ranging from $1,000 to $15,000 based on services provided. Consulting services are offered on an hourly basis or fixed fee. Clients may incur third-party fees, separate from Omnia's advisory fees. The firm does not charge performance-based fees and acts as a fiduciary. Omnia exercises investment discretion with client-set objectives and provides detailed risk information. There are no disciplinary events involving the firm or its founder, Sean L. Burian. The firm does not engage in soft dollar programs and does not receive compensation for recommending broker-dealers. Omnia does not accept custody of client assets and provides investment discretion with proper disclosure. The firm maintains a strict privacy policy, safeguarding client information and only sharing it for necessary business purposes. Clients are informed annually of the privacy policy and any material changes.