Omnivest Research Corporation (Venice)

Omnivest Research Corporation is an adviser based in Venice. It manages $5.57 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

Omnivest Research Corporation provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Omnivest Research Corporation: assets under management

The assets under management (AUM) of Omnivest Research Corporation is $5.57 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.57 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Omnivest Research Corporation for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Omnivest Research Corporation

Jack Fulton Meyerhoff has been acting as President since 1 Jul 1993. Inc. Trust Companies Of America joined the executive team most recently as the Parent Company.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roland George Caldwell	Director, investment principal	1 Nov 1975	25% - 50%	4346027
Roland Caldwell	President, director	1 Jun 1988	25% - 50%	1918257
Roland "Kelly" Caldwell	President, director	1 Jun 1988	25% - 50%	1918257
Jack Fulton Meyerhoff	Director	1 Jul 1993	Other	4346143
Inc. Trust Companies Of America	Parent company	1 Jul 1995	75% - 100%	65-0596382

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Roland George Caldwell	Shareholder	1 May 1995	25% - 50%	4346027
Roland Caldwell	Shareholder	1 May 1995	25% - 50%	1918257
Annette K. Caldwell	Shareholder	1 May 1995	25% - 50%	4346167
Mary Ann Kraut	Shareholder	1 May 1995	25% - 50%	4346173
Deborah Caldwell Pecheux	Shareholder	1 May 1995	25% - 50%	4346177
Caldwell Family Trust	Shareholder	1 May 1995	25% - 50%	65-6099586
Roland "Kelly" Caldwell	Shareholder	1 May 1995	25% - 50%	1918257

Based in Venice

The principal office where Omnivest Research Corporation performs its advisory services is located at 201 Center Road Ste Two, Venice, FL 34285, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 941-493-3600 or by fax 941-496-4660. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.