William Carambelas
Alpha Omega Financial · Bradenton, Florida
William Carambelas is a fee-only financial advisor at Alpha Omega Financial in Bradenton, Florida, who holds the CFP and ChFC credentials. Alpha Omega Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Alpha Omega Financial |
|---|---|
| Based in | Bradenton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $187.0M across 337 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in DE, FL, MD, TX · CRD 5644917 |
| Exams passed | Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
How William's firm compares
- Alpha Omega Financial's average account is about $555,000, from its Form ADV (assets managed divided by 337 accounts).
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Questions about William
Is William Carambelas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Alpha Omega Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Alpha Omega Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Carambelas based?
William Carambelas is based in Bradenton, Florida.
What credentials does William Carambelas hold?
William Carambelas holds the CFP and ChFC credentials.
Is William Carambelas registered with the SEC?
Yes. William Carambelas is registered as an investment adviser representative in DE, FL, MD and TX (CRD 5644917), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alpha Omega Financial manage?
Alpha Omega Financial reports $187.0M across 337 accounts in assets under management.
How do I contact William Carambelas?
Contact details aren't on file yet. Search for Alpha Omega Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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