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DD

Douglas Alan Ducker

Omega Wealth Private Capital LLC
14 Years of Experience
Sells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Omega Wealth Private Capital LLC
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
197 clients
Average Client Portfolio
$249K average
Assets Under Management
$49.0M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only

Location

7870 E. Kemper Road, #430, Cincinnati, OH, 45249

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Douglas is an insurance producer, dedicating nearly full-time hours to this investment-related activity since February 2025.

Employment History
Current Registrations
Omega Wealth Private Capital LLC
February 2025 - Present · 1 yr
Previous Registrations
Golden Reserve Retirement, LLC
February 2024 - November 2024 · 9 mos
VALIC Financial Advisors, INC.
June 2022 - December 2023 · 1 yr 6 mos
VALIC Financial Advisors, INC.Broker
June 2022 - December 2023 · 1 yr 6 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2022 · 3 yrs 8 mos
Strategic Advisers LLC
February 2015 - July 2018 · 3 yrs 5 mos
Fidelity Brokerage Services LLCBroker
June 2014 - March 2022 · 7 yrs 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - February 2014 · 1 yr 4 mos
Chase Investment Services CORP.Broker
April 2010 - October 2012 · 2 yrs 6 mos
State Registrations3 states
INKYOH
Advisor
Exams
No exam information available for this advisor.