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Om Investment Management, LLC (Tampa)


Om Investment Management, LLC is an adviser based in Tampa. It manages $56.27 million of regulatory assets for 252 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Florida.

Om Investment Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Om Investment Management: assets under management

The assets under management (AUM) of Om Investment Management, LLC is $56.27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $56.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $223.3 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Om Investment Management, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Sona Ghia Movalia Member 1 Sep 2009 25% - 50% 5734559

Based in Tampa

The principal office where Om Investment Management, LLC performs its advisory services is located at 15310 Amberly Drive, Tampa, FL 33647, which is also the mailing address of the firm. An additional office of the firm is in Newtown, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (813) 388-5476 or by fax (813) 433-5600. The normal business hours are 9am- 6pm on Monday - Friday.


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