WEBSITE DISCLOSURE
About OWLFI
OWLFI is a trade name used by Elliot Omanson for the provision of various financial services.
OWLFI is not a separate legal entity. Elliot Omanson 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 Services
Investment advisory and asset management services offered through OWLFI are provided by
Elliot Omanson in his capacity as an Investment Adviser Representative registered with Sphinx
Investments, LLC. 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 any responsibility for any other services offered by OWLFI or
Elliot Omanson.
Other Services
OWLFI may offer various financial services beyond investment advisory and asset
management. Any services offered by OWLFI that are not investment advisory or asset
management services are provided independently by Elliot Omanson and are not affiliated with,
supervised by, or the responsibility of Sphinx Investments, LLC. These may include, but are not
limited to, financial planning, insurance services, tax planning, estate planning, consulting
services, or other financial services. Elliot Omanson is solely responsible for all such services,
and Sphinx Investments, LLC expressly disclaims any responsibility, liability, or endorsement of
these independent services.
Independence and Responsibility
OWLFI operates independently. Elliot Omanson 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/Elliot Omanson except as specifically related to registered
investment advisory services.
Registration Information
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 only offered 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.
​
No Affiliation or Ownership
OWLFI 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
Elliot Omanson's registration as an Investment Adviser Representative for the provision of
investment advisory and asset management services.
Required Disclosures
Prior to engaging Elliot Omanson for investment advisory services, prospective clients will
receive Sphinx Investments, LLC's Form ADV Part 2A (Firm Brochure) and Elliot Omanson's
Form ADV Part 2B (Brochure Supplement), which provide detailed information about advisory
services, fee schedules, disciplinary history, conflicts of interest, and other material information.
These documents are available upon request and can also be accessed at
www.adviserinfo.sec.gov. Elliot Omanson is solely responsible for providing all required
disclosures and regulatory documents to clients and prospective clients.
General Disclaimers
The information provided 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 on this website constitutes a solicitation or offer to buy or sell any
securities or investment products.
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.
You should consult with qualified tax, legal, insurance, and accounting professionals regarding
your specific situation before making any financial decisions.
Contact Information
For questions about services offered through OWLFI:
OWLFI (Elliot Omanson)
8725 ROSEHILL RD #119 LENEXA, KS 66215
913-441-8380
CONNECT@OWLF.COM
