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OMICRON ADVISORS, LLC

LANCASTER, PA · CRD 165250 · IAPD ↗ · omicronadvisors.com · 302-453-9662

$151.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — OMICRON ADVISORS, LLC reported RAUM up 32% ($114.9M -> $151.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — OMICRON ADVISORS, LLC now reports custody of client assets ($521,781).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.