KL
KL

Keith a Lewis

3 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
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
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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

Keith is an insurance producer, starting in February 2025. This activity is investment-related and takes nearly full-time.

Employment History
Current Registrations
Omega Wealth Private Capital LLC
March 2025 - Present · 11 mos
Previous Registrations
W&s Brokerage Services, INC.
July 2023 - February 2025 · 1 yr 7 mos
W&s Brokerage Services, INC.Broker
September 2022 - February 2025 · 2 yrs 5 mos
State Registrations3 states
INKYOH
Advisor
Exams
No exam information available for this advisor.