Website Disclosure

OWLFI is a trade name of OWLFI Advisors LLC, a limited liability company. Elliot Omanson is the Chief Executive Officer and founder of OWLFI Advisors LLC. He is an Investment Adviser Representative (IAR) registered with Sphinx Investments, LLC, a Registered Investment Adviser, solely for the purpose of providing investment advisory and asset management services.

Investment advisory and asset management services are provided by Elliot Omanson in his capacity as an Investment Adviser Representative registered with Sphinx Investments, LLC. OWLFI Advisors LLC is not a registered investment adviser and does not itself provide investment advisory services. Sphinx Investments, LLC provides registration and compliance support to Elliot Omanson solely for investment advisory and asset management services, and does not provide, support, endorse, or take responsibility for any other services offered by OWLFI Advisors LLC or Elliot Omanson.

OWLFI Advisors LLC may offer financial services beyond investment advisory and asset management. Any service that is not investment advisory or asset management is provided independently by OWLFI Advisors LLC and Elliot Omanson and is not affiliated with, supervised by, or the responsibility of Sphinx Investments, LLC. These may include, among others, financial planning, insurance services, tax planning, estate planning, and consulting. OWLFI Advisors LLC and Elliot Omanson are solely responsible for all such services, and Sphinx Investments, LLC expressly disclaims any responsibility, liability, or endorsement of them.

OWLFI Advisors LLC operates independently and is solely responsible for all website content, marketing materials, client communications, service offerings, and business operations conducted under the OWLFI name. Sphinx Investments, LLC does not review, approve, endorse, or take responsibility for any statements, materials, services, or representations made on this website or by OWLFI Advisors LLC or Elliot Omanson, except as specifically related to registered investment advisory services.

Elliot Omanson is registered as an Investment Adviser Representative in the states of Kansas, Missouri, and Texas. Sphinx Investments, LLC is registered as an Investment Adviser with the State of Delaware. Investment advisory services are offered only in states where Elliot Omanson is properly registered or exempt from registration. Registration as an investment adviser or investment adviser representative does not imply any specific level of skill or training.

OWLFI Advisors LLC is not owned by, controlled by, affiliated with, or a subsidiary of Sphinx Investments, LLC. The relationship between Elliot Omanson and Sphinx Investments, LLC is limited solely to his registration as an Investment Adviser Representative for the provision of investment advisory and asset management services.

Before engaging Elliot Omanson for investment advisory services, prospective clients receive Sphinx Investments, LLC’s Form ADV Part 2A (Firm Brochure) and Elliot Omanson’s Form ADV Part 2B (Brochure Supplement), which detail advisory services, fee schedules, disciplinary history, conflicts of interest, and other material information. These documents are available upon request and at adviserinfo.sec.gov. Elliot Omanson is solely responsible for providing all required disclosures and regulatory documents to clients and prospective clients.

The information on this website is for informational purposes only and should not be construed as personalized investment advice, tax advice, legal advice, or advice in any other professional capacity. Nothing here constitutes a solicitation or offer to buy or sell any security or investment product.

Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy will be successful or that investment objectives will be achieved.

Consult qualified tax, legal, insurance, and accounting professionals regarding your specific situation before making any financial decisions.

For questions about services offered through OWLFI:
OWLFI Advisors LLC
8725 Rosehill Rd #119, Lenexa, KS 66215
913-441-8380 | connect@owlfi.com