AdvisorOS Directory
Claim Profile
DS

David Scott Sweat

ALPHA OMEGA GROUP, INC.·GREAT FALLS, Virginia
Unclaimed Profile
10130-E COLVIN RUN ROAD, GREAT FALLS, VA 22066CRD# 5502379Firm CRD# 159026
01

About

David Scott Sweat is a registered financial advisor based in GREAT FALLS, Virginia, affiliated with ALPHA OMEGA GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
ALPHA OMEGA GROUP, INC.
AOG WEALTH MANAGEMENT
AUM
$341M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at ALPHA OMEGA GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5502379
Firm CRD# 159026
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREAT FALLS?

Browse all registered financial advisors in GREAT FALLS, Virginia or claim this profile if it's yours.

Browse GREAT FALLS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Scott Sweat offer?
David Scott Sweat specializes in Financial Planning, Investment Management. Contact their office in GREAT FALLS, Virginia for a consultation.
What are David Scott Sweat's credentials?
David Scott Sweat is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Scott Sweat located?
David Scott Sweat is based in GREAT FALLS, Virginia, working with ALPHA OMEGA GROUP, INC.. Their office serves clients in the GREAT FALLS metropolitan area and surrounding communities.
How does David Scott Sweat charge for services?
David Scott Sweat's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALPHA OMEGA GROUP, INC.?
ALPHA OMEGA GROUP, INC. has approximately 12 employees and manages $341M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GREAT FALLS
Karen Ann Klenk — ALPHA OMEGA GROUP, INC.Sheila C Baerenz — ALPHA OMEGA GROUP, INC.William Kyle Hendrick — AAFMC LLCOmar Ahmed Darwazah — AAFMC LLCStanley Benson Corey — C5 WEALTH MANAGEMENT, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile