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OPUS CAPITAL MANAGEMENT
OPUS CAPITAL GROUP, LLC
CRD 106528 · SEC 801-51533
221 EAST 4TH STREET, SUITE 2850, CINCINNATI, OH, 45202, United States
Phone
513-621-6787
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.51B
Discretionary AUM
$1.02B
Team
7 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $51.5M |
| High net worth individuals | 259 | $855.3M |
| Pension/profit sharing plans | 7 | $357.3M |
| Charitable organizations | 6 | $233.1M |
| Corporations/business entities | 2 | $16.3M |
States served
CA, IL, IN, KY, MI, NY, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD