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DF

David J. Fuehner

OMEGA WEALTH PRIVATE CAPITAL LLC
Cincinnati, OH 45249
Some features on this profile are disabled
CRD#: 2999428
DF

Professional summary

David Jay Fuehner is a registered financial advisor currently at OMEGA WEALTH PRIVATE CAPITAL LLC located in Cincinnati, Ohio.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. David has worked at 5 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Jay Fuehner's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 12, 2025 - Present

OMEGA WEALTH PRIVATE CAPITAL LLC

Office #1: 7870 E. Kemper Road #430, Cincinnati, OH 45249
RIA
CRD#: 318012
Cincinnati, OH
Past

May 5, 2020 - December 1, 2025

W&S BROKERAGE SERVICES, INC.

RIA
CRD#: 8099
FORT WRIGHT, KY
Past

May 1, 2020 - December 1, 2025

W&S BROKERAGE SERVICES, INC.

BD
CRD#: 8099
FORT WRIGHT, KY
Past

July 13, 2018 - October 11, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

January 14, 2003 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
COVINGTON, KY
Past

February 19, 1998 - October 9, 2019

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
COVINGTON, KY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(1/6/2026)
IAR
Kentucky
(12/12/2025)
IAR
Ohio
(12/12/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/18/2001
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/4/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/18/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 12/1/2011
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 10/14/2011
General Securities Sales Supervisor - Options Module Examination

Current Firm

OW
OMEGA WEALTH PRIVATE CAPITAL LLC
OLSON & WILSON PRIVATE CAPITAL LLC | OMEGA WEALTH PRIVATE CAPITAL LLC

CRD#: 318012 / SEC#:

Indiana
Registered Investment Advisory firm - (11/9/2023 Approved)
Kentucky
Registered Investment Advisory firm - (7/13/2022 Approved)
Ohio
Registered Investment Advisory firm - (1/24/2022 Approved)
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Contact information

Main Address
7870 E. Kemper Road #430, Cincinnati, OH 45249
Mailing Address
Phone number
(513) 657-1072
Established
Firm type
Fiscal year end
# of Employees
10

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts427
AUM (Assets Under Management)$ 49,028,448

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

OMEGA WEALTH PRIVATE CAPITAL LLC

CRD#: 318012Cincinnati, OH 45249

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