Michael Stuart
Financial advisor at Omnistar Financial Group, Inc. · Wilmington, NC
Last updated 2026-10-10
Claim your profileMichael Stuart is a financial advisor at Omnistar Financial Group, Inc. in Wilmington, NC, CRD 2354107. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2000-11-09.
Registration
- CRD number
- 2354107
- Registration status
- Active
- IAPD registration
- 2000-11-09
- Industry Experience
- 25 years
- Work Experience
- 33 years
- States registered
- NC
Licenses and exams
- Series 63
- Series 65
Work history
- 2018-07 to 2019-03 · Fidelity Personal and Workplace Advisors · Boston, MA
- 2019-04 to 2023-07 · Lifestyle Financial · Friendswood, TX
- 2023-08 to 2025-10 · Oak Harvest Financial Group · Houston, TX
- 1993-08 to 2019-03 · Fidelity Brokerage Services LLC · Friendswood, TX
- 2026-05 to Present · Omnistar Financial Group, Inc. · Wilmington, NC
- 2000-11 to 2018-07 · Strategic Advisers LLC · Friendswood, TX
- 2025-10 to 2026-05 · Unemployed · Friendswood, TX
Current employment
- Omnistar Financial Group, Inc. · Wilmington, NC
Omnistar Financial Group, Inc.
- Regulatory AUM
- $285,730,273
- Registered advisors
- 6
- Offices
- 1
- Clients per advisor
- 43.5 (Low)
- Average AUM per client
- $1.1M (Low)
- High-net-worth client ratio
- 29.9% (Moderate)
Omnistar Financial Group, Inc.: advisors, services and reported ETF investments
About
Michael Stuart is a financial advisor at Omnistar Financial Group, Inc. in Wilmington, NC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 25 years of industry experience and 33 years of reported work history.
Omnistar Financial Group, Inc.'s firm-level Form ADV reports 6 advisors across 1 offices; approximately 43.5 clients per advisor, average assets per client of $1,094,752, and regulatory AUM of $285.7M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $71.3M across 17 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Michael Stuart personally.
Reported ETF positions
Omnistar Financial Group reports 17 ETF positions worth $71.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| GLD — SPDR Gold Shares | $13.2M |
| CTA — Simplify Managed Futures Strategy ETF | $11M |
| FBND — Fidelity Total Bond ETF | $9.6M |
| SPY — SPDR S&P 500 ETF TRUST | $9.1M |
| FIVA — Fidelity International Value Factor ETF | $5.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Omnistar Financial Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | VOO — Vanguard S&P 500 ETF | $213.6K | Top 99.1% | Peer conviction 69.7% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $213.6K | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | DMBS — DoubleLine Mortgage ETF | $2M | Top 99.5% | Residual alpha +0.60% · Residual Sharpe 0.10 |
| Diversification Benefits | TUSI — Touchstone Ultra Short Income ETF | $4.1M | Top 98.4% | Replicability (R²) 49.0% · Residual Sharpe 0.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Omnistar Financial Group, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
Location
1712 Eastwood Road, Wilmington, NC 28403
6 advisors at this office.
Contact
The firm's filed contact details.
Official record
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