Elliot T. Omanson

SPHINX INVESTMENTS LLC

Stilwell, KS

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CRD#: 6264279

Professional summary

Elliot Thomas Omanson, who also goes by Elliot Omanson, is a registered financial advisor currently at SPHINX INVESTMENTS LLC located in Stilwell, Kansas.

Elliot is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Elliot has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elliot Omanson

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 Elliot Thomas Omanson's CRS (Customer Relationship Summary).

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

March 4, 2025 - Present

SPHINX INVESTMENTS LLC

RIA

CRD#: 327836

Stilwell, KS

Past

April 16, 2021 - December 11, 2024

OWLFI

RIA

CRD#: 311854

LENEXA, KS

Past

June 29, 2017 - January 18, 2022

MOTIV8 INVESTMENTS LLC

RIA

CRD#: 285560

Lenexa, KS

Past

March 7, 2014 - June 27, 2017

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

SHAWNEE, KS

Past

February 19, 2014 - June 27, 2017

USA FINANCIAL SECURITIES LLC

CRD#: 103857

SHAWNEE, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SPHINX INVESTMENTS LLC

CRD#: 327836 / SEC#: 801-130184

RIA

Registered Investment Advisory firm - (5/1/2024 Approved)

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

Kansas
(3/4/2025)

IAR

Missouri
(4/15/2025)

IAR

Texas
(4/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/27/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/27/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/19/2014

General Securities Representative Examination

Current Firm

SPHINX INVESTMENTS LLC

CRD#: 327836 / SEC#: 801-130184

RIA

Registered Investment Advisory firm - (5/1/2024 Approved)

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Contact information

Main Address

919 East Main Street Suite 1000, Richmond, VA 23219

Mailing Address

Phone number

(833) 247-7833

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SPHINX INVESTMENTS LLC PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	305
AUM (Assets Under Management)	$ 64,740,000

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.

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Firm Stability Insights

Elliot T. Omanson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elliot Thomas Omanson's CRS (Customer Relationship Summary).

Certified licenses

Experience

OWLFI

MOTIV8 INVESTMENTS LLC

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

Primary Firm SEC Registration

SPHINX INVESTMENTS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2014

SIE

Date: 6/27/2017

Series 7

Date: 2/19/2014

Current Firm

SPHINX INVESTMENTS LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SPHINX INVESTMENTS LLC

TRUST BUT VERIFY

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