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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

OMNICAP GROUP LLC

CRD 133387

EL SEGUNDO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3bc61d41-fb9a-a1a8-c9d3-d31b36634ce6

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 5
On other graphs: 1
Observed: Mar 30, 2012 to Apr 30, 2026
20 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Omnicap Group LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $6.5BItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $6.2B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $1.6Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 297
SEC number: 801-63715
CIK: 1620191
CRD: 133387
Filings on the tape: 20
First filed: Mar 30, 2012
Latest filed: Apr 30, 2026
Organised: Limited Liability Company, DE
Website: omnicap.net

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
EDWARD HERSCHEL MCROBERTS	n/a	EL SEGUNDO, CA	21	25	1	no
JEFFREY STANLEY SMITH	n/a	EL SEGUNDO, CA	8	25	1	no
Angel A Meraz	n/a	EL SEGUNDO, CA \| Dallas, TX	7	13	n/a	no
DANIEL CHRISTOPHER DALY	n/a	CRANFORD, NJ \| EL SEGUNDO, CA	3	20	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCROBERTS, EDWARD, HERSCHEL	MANAGING DIRECTOR	C	yes	03/2005	Mar 30, 2012	Feb 26, 2024
SMITH, JEFFREY, STANLEY	MANAGING MEMBER/PRESIDENT	D	yes	11/2004	Mar 30, 2012	Feb 26, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dallas	TX	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$6.5B	$6.2B	15	4	2	n/a	n/a
2024	Mar 5, 2025	$6.4B	$5.9B	15	4	2	n/a	n/a
2023	Feb 26, 2024	$3.9B	$3.9B	14	4	2	n/a	n/a
2022	Feb 23, 2023	$3.1B	$3.0B	10	3	1	n/a	n/a
2021	Mar 22, 2022	$1.6B	$1.6B	11	3	1	n/a	n/a
2020	Mar 30, 2021	$1.9B	$1.5B	11	3	1	n/a	n/a
2019	Mar 26, 2020	$1.8B	$1.7B	11	3	1	n/a	n/a
2018	Mar 20, 2019	$1.8B	$1.4B	11	3	2	n/a	n/a
2017	Mar 8, 2018	$966M	$669M	11	4	2	n/a	n/a
2016	Mar 30, 2017	$352M	$53.2M	11	4	n/a	n/a	n/a
2015	Mar 14, 2016	$912M	$667M	11	4	n/a	n/a	n/a
2014	Mar 25, 2015	$692M	$521M	12	3	n/a	n/a	n/a
2013	Feb 12, 2014	$472M	$472M	15	3	n/a	n/a	n/a
2012	Feb 26, 2013	$634M	$634M	12	3	n/a	n/a	n/a
2011	Mar 30, 2012	$559M	$559M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$6.5B	$6.4B	2.0%	$3.1B	28.6%	15	15	2	2

Relationships

Registered with (6)

← DANIEL CHRISTOPHER DALYAdvisorregistration: current employment
Jun 7, 2023 to presentfactForm ADV
← Angel A MerazAdvisorregistration: current employment
Apr 1, 2019 to presentfactForm ADV
← JEFFREY STANLEY SMITHAdvisorregistration: current employment
Dec 8, 2017 to presentfactForm ADV
← EDWARD HERSCHEL MCROBERTSAdvisorregistration: current employment
Apr 12, 2005 to presentfactForm ADV
← MATTHEW ALLEN HOPEAdvisorregistration: previous registration
Aug 28, 2008 to Apr 12, 2021factForm ADV
← MARCIA QUIROZAdvisorregistration: previous registration
Feb 9, 2005 to Nov 15, 2010factForm ADV

Affiliated with (1)

← NIXON PEABODY FINANCIAL ADVISORS LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← SMITH, JEFFREY, STANLEYOwnerMANAGING MEMBER/PRESIDENT, ownership code D, individual
Mar 30, 2012 to Feb 26, 2024factForm ADV
← MCROBERTS, EDWARD, HERSCHELOwnerMANAGING DIRECTOR, ownership code C, individual
Mar 30, 2012 to Feb 26, 2024factForm ADV

Dated events

Occurred
Mar 5, 2025
Regulatory AUM changed
Omnicap Group Llc reported RAUM $6.4B, up 62% from $3.9B (2024-02-26 to 2025-03-05)
Form ADVobserved 4 days ago
$2.4B
Occurred
Feb 26, 2024
Regulatory AUM changed
Omnicap Group Llc reported RAUM $3.9B, up 28% from $3.1B (2023-02-23 to 2024-02-26)
Form ADVobserved 4 days ago
$870M
Occurred
Feb 23, 2023
Regulatory AUM changed
Omnicap Group Llc reported RAUM $3.1B, up 89% from $1.6B (2022-03-23 to 2023-02-23)
Form ADVobserved 4 days ago
$1.4B
Occurred
Mar 20, 2019
Regulatory AUM changed
Omnicap Group Llc reported RAUM $1.8B, up 87% from $966.4M (2018-03-08 to 2019-03-20)
Form ADVobserved 4 days ago
$842M
Occurred
Mar 8, 2018
Regulatory AUM changed
Omnicap Group Llc reported RAUM $966.4M, up 175% from $351.8M (2017-03-30 to 2018-03-08)
Form ADVobserved 4 days ago
$615M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3bc61d41-fb9a-a1a8-c9d3-d31b36634ce6
First observed: Mar 30, 2012
Last observed: Apr 30, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OMNICAP GROUP LLC

CRD 133387

EL SEGUNDO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3bc61d41-fb9a-a1a8-c9d3-d31b36634ce6

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

EDWARD HERSCHEL MCROBERTS

n/a

EL SEGUNDO, CA

JEFFREY STANLEY SMITH

n/a

EL SEGUNDO, CA

Angel A Meraz

n/a

EL SEGUNDO, CA | Dallas, TX

n/a

DANIEL CHRISTOPHER DALY

n/a

CRANFORD, NJ | EL SEGUNDO, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCROBERTS, EDWARD, HERSCHEL

MANAGING DIRECTOR

yes

03/2005

Mar 30, 2012

Feb 26, 2024

SMITH, JEFFREY, STANLEY

MANAGING MEMBER/PRESIDENT

yes

11/2004

Mar 30, 2012

Feb 26, 2024

City

State

Country

Employees

Also broker-dealer

Dallas

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$6.5B

$6.2B

n/a

2024

Mar 5, 2025

$6.4B

$5.9B

n/a

2023

Feb 26, 2024

$3.9B

n/a

2022

Feb 23, 2023

$3.1B

$3.0B

n/a

2021

Mar 22, 2022

$1.6B

n/a

2020

Mar 30, 2021

$1.9B

$1.5B

n/a

2019

Mar 26, 2020

$1.8B

$1.7B

n/a

2018

Mar 20, 2019

$1.8B

$1.4B

n/a

2017

Mar 8, 2018

$966M

$669M

n/a

2016

Mar 30, 2017

$352M

$53.2M

n/a

2015

Mar 14, 2016

$912M

$667M

n/a

2014

Mar 25, 2015

$692M

$521M

n/a

2013

Feb 12, 2014

$472M

n/a

2012

Feb 26, 2013

$634M

n/a

2011

Mar 30, 2012

$559M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$6.5B

$6.4B

2.0%

$3.1B

28.6%