# Omar Nasir

> Omar Nasir is a fee-only financial advisor at Pierpont Investment Group in Ontario, California. Pierpont Investment Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/omar-nasir/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Pierpont Investment Group
- **Based in:** Ontario, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $15.7M across 53 accounts
- **CRD:** 5098756 (https://adviserinfo.sec.gov/individual/summary/5098756)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2006), Series 66 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.pierpontinvestments.com

## Frequently asked questions

### Is Omar Nasir a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Omar holds no broker registration, and Pierpont Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Omar charge for financial advice?

Omar's firm, Pierpont Investment Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Omar Nasir based?

Omar Nasir is based in Ontario, California.

### Is Omar Nasir registered with the SEC?

Yes. Omar Nasir is registered as an investment adviser representative in CA (CRD 5098756), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pierpont Investment Group manage?

Pierpont Investment Group reports $15.7M across 53 accounts in assets under management.

### How do I contact Omar Nasir?

Through Omar's website, www.pierpontinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5098756): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.