# OM Investments

OM Investments is a Bank / Wealth / Trust based in Houston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** ominvested.com
- **LinkedIn:** https://www.linkedin.com/company/ominvested

## Regulatory record

- **CRD number:** 324256
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324256

## About

OM Investments was founded in Houston in 2021 by Steve O. Oniya, a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® who previously held roles across banking, Fortune 500 companies, and Wall Street institutions. The firm registered as an investment adviser with a sole focus on delivering personalized financial plans — retirement, goal-based, and trust planning — to individuals, high-net-worth families, and businesses. The strategy centers on a planning-first, custody-separated RIA model. Clients receive advisory services built around financial goals, with Charles Schwab serving as independent custodian — a structure the firm argues combines large-firm security with an adviser free from broker-dealer product incentives. OM Investments does not disclose a dedicated asset-allocation framework or product shelf, but its website documents a process that starts with identifying client needs, then moves into goal-setting before constructing a plan. The firm does not describe direct deal activity, venture exposure, or alternative investments. Oniya operates as the sole named professional, holding both the CFP® and ChFC® designations alongside an MBA. The firm maintains no disclosed additional offices or team members, and no adjacent philanthropic or operating vehicles are identified. In its website materials, OM Investments has not announced any new hires, acquisitions, or structural changes since its 2021 launch. Structurally, OM Investments is a solo-practitioner RIA — a model where the founder is both advisor and chief compliance officer. That architecture eliminates internal succession risk as a near-term concern but concentrates all client relationships and operational knowledge in a single individual. There is no disclosed junior adviser pipeline or defined continuity plan, making the firm's long-term durability a direct function of Oniya's continued practice.

## Sectors

- Wealth Management

## People

- Steve O. Oniya — Certified Financial Planner™ & Director

## Questions

### Who makes investment decisions at OM Investments?

Steve O. Oniya, the firm's founder and sole named professional, serves as the lead financial advisor and holds both CFP® and ChFC® designations. OM Investments does not list any additional investment committee members or supporting analysts.

### Does OM Investments receive fees or commissions from product providers?

OM Investments operates as a registered investment adviser, not a broker-dealer. The firm states it uses Charles Schwab as custodian and emphasizes an independent model designed to avoid broker-dealer conflicts, implying a fee-only or fee-based advisory structure where compensation comes directly from clients rather than product commissions.

### Does OM Investments manage money for institutional investors?

The firm's website and regulatory posture focus exclusively on individuals, high-net-worth individuals, trusts, and businesses. There is no mention of institutional separate accounts, pooled vehicles, or institutional consulting mandates.

### How is OM Investments structured for succession?

OM Investments is a sole-practitioner RIA with no disclosed junior advisors, partners, or continuity agreements. All client relationships and operational knowledge are concentrated in Steve O. Oniya, making the firm's long-term continuity dependent on his ongoing practice.

## Related profiles

- [Ominvest Capital](https://altss.com/profile/ominvest-capital)
- [Omkara Capital](https://altss.com/profile/omkara-capital)

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Last updated: 2026-07-08T22:17:18.378Z

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